Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (88663)	1/21/2000 12:03:00 AM
From: Elmer	Read Replies (3) of 1572481

Re: "Where was your rally ? We sort of missed it on the NYSE." I was going to write some more AMD puts today but with AMD tanking I decided to wait a little while. I guess the market is digesting the fact that AMD can't find enough buyers for their Athlons and Intel's capacity is about to swamp the market. ASPs will drop and AMD will once again return to red ink. I consideration of our AMD friends I am happy that you guys have made some good money here and God knows you've waited patiently enough for it so you might think about taking some profits here because I don't think AMD will find a more perfect set of conditions then they did in Q4 and still they couldn't sell all the Athlons they made. What is the use of Dresden other than a big hole in the ground to throw money into? EP

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