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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: Epinephrine who wrote (46690)7/9/2001 12:38:14 PM
From: Pravin KamdarRead Replies (7) of 275872
 
Epinephrine,

Well, I am out 10000 at 20.56,

I got back from a 5 day road trip late last night. After analyzing the current AMD situation, and having caught up on all the posts on this thread, I did the only thing I could do -- that is, I doubled my AMD position this morning at $20.28.

I plan to sell after the CC, but before Intel's CC. Then, buy back in after Intel's CC. I think that nVidia+AMD will have one hell of a Xmas season. MP looks like a slow ramp, but the speed of AMD's new notebook penetration is astounding -- beyond my wildess expectations.

Pravin.
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