Advanced Micro Devices - Moderated (AMD) Message Board

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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: DRBES who wrote (105586)	11/12/2003 1:23:10 PM
From: TechieGuy-alt	of 275872

Well, then you are enjoying it even more than I am! I held through the dip to ~$3.50m, but did not add any more. At least did not sell any CC's on my position due to the pathetic premiums. I did sell some nakend puts though and still have quite a bit. Have been following the stock up with naked puts to add to my raw long position. As I posted a few weeks ago on this thread. I still think that there is a very good chance of a test of the all time high's of $48 by spring next year. The conditions are all the same: 1. Great product. Even better this time around than 1999 when AMD introduced the Athlon. This time around they have great support of the motherboard makers, a TOP biz OEM, another about to announce (SUN) AND they participate in the 1,2,4, & 8 way markets with processors up in the >$3K range! 2. INTC having problems with their mainstream processor- introducing stop-gap products which they try to ramp their competitive product. Anyone remember me making a great deal aobut the fact that INTC went back and started increasing the speed and cache(? or some other feature) of their P3's in the face of the onslaught of the Ahtlon's. Happening all over again. In the face of Prescott delays, INTC going back and release their 3K+ processor as a 1K "mainstream, enthusiastic" part. 3. A bouyant market. Happening againt, with predictions of the semic.industry expected to exceed CY2000's levels. All time high here we come..... TG

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