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Strategies & Market Trends : Trading with Jerry Olson(OJ)

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To: Jerry Olson who wrote (1325)1/17/2004 3:58:31 PM
From: zx  Read Replies (1) of 1617
 
JNPR--If you were leveraged with calls, you will have not have to trade for awhile.
great call OJ. hope you profited by it.

At the moment i am over-leveraged in AMD calls and hope for a JNPR, RHAT, RIMM, type jump Wed after AMD earnings Tues.
Looking for the guidence.

AMD ($16.88) Market Cap equals 5.88 billion dollars.

INTC ($32.86) MC 214.84 billion.

INTC Market Cap is 36 times larger than AMD.

When AMD has a Market Cap of 50 billion,
share price will be arount $143,

MC of 25 billion, share price of $71,

MC of 12.5 billion, share prive of $35.

1. When AMD has a Market Cap of 50 billion,
share price will be arount $143,

Two years out?

2. MC of 25 billion, share price of $71,

If no A64 production problems, (i.e. RIMM-like eps in q1 and q2 of $0.45 and $0.60 respectively)sometime in q3 GY04?

3. MC of 12.5 billion, share price of $35.

If a q4 eps of $0.20 or more, sometime in q1, FY04?
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