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Politics : Formerly About Advanced Micro Devices
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To: spyhunter who wrote (88415)1/20/2000 12:06:00 AM
From: tejek  Read Replies (3) of 1572724
 
I am new to this board as I jumped on 50 long 50 Jan calls and 10 long 40 jan calls this week. Couple of questions after reading the last 500 posts: Why is there such antagonism between the AMDers and the Intelers?

Its odd, isn't it? I couldn't figure it either when I first came across this thread. My answer now would be that AMD poses a threat on a lot of different levels at least to the Intel longs.

Pretty immature some of the stuff I read.

Very...but its so easy to get into it.

Anyway, any thoughts on:
1. Price by Thursday
2. Price by Friday
3. Price in 3 months
I am trying to figure out what price to sell at and how many options to exercise.

Let me preface this by saying its all conjecture on my part and others on the thread will probably have different opinions.

1. $50+

2. I think there will be pullback to retrace the gap...the gap is really 32 to 50 (assuming it hits $50) but I think it will only retrace to the low 40's starting either Fri or Monday, and continuing for at least a few days. Eventually it will move back up because for one, institutions will be buying in earnest now.

3. The sell price depends on your investment parameters and your status, margin vs non margin. I will be treating AMD, at least for the remainder of this semi cycle, as a keeper. Its the last of the big semis to get it together. I think it could easily make $80-100 by year end if it can continue to execute.

I will leave the options issue to Goutama or Elmer.

And niceguy, you might want to give your projections for AMD.

Good luck.

ted

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