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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (103022)4/8/2000 12:01:00 AM
From: Joe NYC  Read Replies (1) of 1574685
 
Elmer,

I wouldn't hazard a guess but I will remind you that AMD has never shipped revenue material from Dresden and who knows when they will.

You are a glass-is-half-empty kind of guy. Look at it this way: AMD had:
- record revenues last quarter
- will have record revenue and profits this quarter
- has gained 150% from January 1
- is sitting at all time high, 5th this week
and all of this with one hand tied behind it's back. Imagine AMD next quarter, fighting with both hands.

I'm holding my short positions expecting a pullback after earnings come out.

Are you short stock, or just puts and cc?

Joe
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