Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kapkan4u who wrote (91978)	2/7/2000 10:56:00 PM
From: Elmer	Read Replies (2) of 1575316

Re: "You were the one who expressed the most doubt about Dresden and on-chip L2. Your worries were answered in one big swoop. Your AMD long position is looking better than ever. I hope you haven't written calls against it yet." One demo doth not a product make. It's better by a mile than no demo, but I remain skeptical. If Willamette does demo, regardless of the speed, and I don't expect it to reach 1.4 GHz, keep in mind this is the first silicon. The A-0 on a process that has yet to reach full volume production. No speed path work or process optimization done whatsoever. I wrote Feb $40 CCs on my AMD shares. If I lose them I will just write more puts but this time closer to the money. If I don't lose them I will still write more puts and then buy AMD shares with the proceeds. I have nothing out of my pocket in AMD whatsoever and I don't intend to. EP

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