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Politics : Formerly About Advanced Micro Devices

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To: Steve Porter who wrote (105050)4/13/2000 12:28:00 PM
From: 5dave22  Read Replies (1) of 1573925
 
Steve, it will be interesting to see how the market reacts to INTC's earnings. ASPs are definitely down, and might trend down next quarter. On the other hand AMD ASPs are trending up. But Intel is selling a sh**load of chips and I think the market will like that. I almost bought back in @ $123.

I sold some INTC recently to buy some more AMD in the mid-50s. I'm going to take some $$ off AMD and put it right back into INTC and increase my position in GTW.

Good thoughts on options earlier today, thanks!

Dave
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