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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 230.23-4.3%Nov 18 3:59 PM EST
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To: Tony Viola who wrote (3695)8/4/2000 4:37:04 PM
From: kash johalRead Replies (1) of 275872
 
Tony,

re: Dell

Well there has been talk of softness in dell already per asshok kumar.

Dell, Cisco and AMAT will drive the naz.

All 3 must have great numbers AND forward guidance otherwise we tank.

Frankly i am pretty concerned right now.

I will likely dump my AMD long position and just buy some calls with the expectation of losing the option money.

regards,

Kash
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