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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: kash johal who wrote (34838)4/4/2001 3:48:55 PM
From: AK2004Read Replies (1) of 275872
 
Kash

well, there is a good news and a there is a bad news :-))

well, could it be that there is a good news and a good news

I am one of those who are with blinders, I guess.

Here is how I view it:

flash demand is down and maybe even worse than I expected but last time we spoke on the topic of hedging you said that there is no possible financial or any other hedge may be created and AMD's contracts would not worse much in low demand environment. But that is AMD's hedge :-)) AMD agreed to sell at lower price ( <=> hedge premium ) to guarantee the sales.
I guess AMD's hedge is working......

Regards
-Albert
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