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Politics : Formerly About Advanced Micro Devices
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To: eplace who wrote (99146)3/20/2000 7:45:00 PM
From: Dan3  Read Replies (1) of 1575621
 
Re: if you are seriously considering shorting Intel...

Hi Ed,

I wouldn't short Intel (too much risk), but picking up some puts.... I think there will be a pretty quick transition between great Q1 earnings being announced (which should spike the stock price and make puts very cheap) and Dresden. There is a chance that a particularly good Dresden introduction, coupled with dual processor chipset and "Business Line" PCs from some of the tier ones, would burst a recently inflated Intel bubble pretty hard. What do you think?

Regards,

Dan
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