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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (29326)3/3/1998 12:31:00 AM
From: StockMan  Read Replies (1) of 1572377
 
Bill,
Re -- $30-40 max before the price craters for CPUs and drags then all down

I am a little more optimistic. I think with AMD's capturing of 30% marketshare, Intel stands more to lose than AMD, and the market will reward AMD and punish Intel. I see Intel going to 20 and may buy puts when more information is available. AMD could very well go to up to $100. But I would exit at $40. :-))

Stockman
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