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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: Pravin Kamdar who wrote (47994)7/17/2001 1:56:34 PM
From: andreas_wonischRead Replies (2) of 275872
 
Parvin, Re: buying INTC puts

A better idea might be to buy AMD puts. If INTC disappoints, AMD will drop with the market. If INTC matches expectations and gives strong guidance for Q3 everyone will assume Intel "won" the price war. So this is a lose-lose situation for AMD. OTOH, the stock has fallen that much in the last few days, it might just trade with the market.

On INTC: I doubt the stock will fall on the earning news. Unless there is a dramatic earnings decline or reduced estimates for Q3, the street will cheer the news. I expect the stock to rise AH/tomorrow if they match estimates (or miss by only a penny or two) and reaffirm guidance (stronger second half).

Andreas
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