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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (90203)1/28/2000 2:51:00 PM
From: Charles R   of 1575811
 
<Re:"no slip"

Thanks VERY much for the data.

I just bought back my apr 40 calls for 4 1/8.>

You are welcome! And, I should say I am pretty impressed by how quickly you have moved in and out of positions of late (profitably - of course!).

I am still somewhat puzzled by Jerry's statements. Either the business SKUs are coming slower than desired for whatever reason or Fab25 is cranking out more product than expected. Neither situation a great one to be in but clearly the second scenario is more desirable than the first.

I am somewhat bummed that analysts didn't get more guidance from Jerry when he was in his flamboyant mode on Monday.

Cheers,
Chuck
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