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Strategies & Market Trends : Tech Stock Options

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To: broken_cookie who wrote (20012)	8/18/1997 9:41:00 PM
From: Dee Lee	of 58727

Hi, Richard, >> Talk about woulda, coulda, shoulda... same here with the stocks I don't follow, and it's good and healthy thinking for current market. I am usually lowkey on posting due to very busy full time job. However I can't resist to post on AMD thread just because of those INTC flames... guys here know I bought truck load of INTC during the FP selloff. Anyway, my thought of AMD - The key points for amd to survive: 1. would socket 7 survive? 2. would tier 1 support? 3. could AMD deliever? IBM/AMD deal answer the #2, #3 (IBM known to be strict on QA) and make #1 possible. Besides it ensures more demand than supply in K6 pipeline; a warrant on the K6 price. The beautiful part of AMD/IBM deal - IBM only get the bare dies from AMD to do the C4 itself. This would free up AMD capacity for regular K6 customers. It's surely putting pressure on CPQ/DELL/GTW and I think the weak one (GTW?) is going to make the next move. If you miss AMD, you should wait until it tests the support to buy 99 leap. I think $40 should support well but the market is volatile. Don't lose your bet money is the key thing. Good luck, dee

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