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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (97830)	3/10/2000 3:27:00 PM
From: Petz	Read Replies (1) of 1575862

Elmer, re:<I used my put premiums to buy more shares at $52.x. I see a good quarter ahead for AMD while Intel is still ramping.> I agree totally. A 5 point drop hurts, but, sheesh, a 5 point drop only erase 2 days of price appreciation. See 3 month chart:http://quote.yahoo.com/q?s=AMD&d=3m Thanks for your honesty. I don't think you've ever admitted to BUYING AMD shares, except by assignment of puts. As for xbox, 1. It makes the software support issue for Athlon from M$ harder, but not insurmountable considering increasing market share of 3DNOW. 2. Its subject to change 3. It doesn't affect earnings 4. I think the REGISTER's take on it - that M$ needed help designing the box that AMD couldn't give - is totally bogus. Designing an xbox is not rocket science. It probably had more to do with USB 2.0 being more important than 10-20% more MFLOPS per $. Petz

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