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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (81240)11/28/1999 1:09:00 PM
From: niceguy767  Read Replies (1) of 1572637
 
elmer, elmer, elmer:

Thank you for your lengthy "some-time-in-the-future" wish list. Hope springs eternal for some it seems.

Most disappointed though that, since this is an AMD chat line, you avoided the central question being:

Do you really believe it is impossible for AMD to show a profit in 99Q4 and a minimum 15% growth in qtr over qtr revenues, much of it occurring in the microprocessor division and more specifically directly attributable to the very warm reception by major players in the marketplace of the Athlon..."the better mousetrap at the better price"?

It's this "better price" thing that must really be spooking you as there is no "here and now" Intel product anywhere
(myopic 2 week horizon...guess we'll have to see if that characterization by you is any more accurate than your MIA Athlon August appraisal) that can compete at price with the Athlon, despite long running assurances by you and others to the contrary.

You're right in your assessment that I like the longer term prospects for AMD and as stated previously on this thread am currently fully invested in Jan and Apr calls. I do like the sound of those leaps too, and am considering those as well.

Can I assume that you own Jan, Apr. and leap puts, or is all of your AMD naysaying, just more "flapping in the breeze"?

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