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Politics : Formerly About Advanced Micro Devices

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To: Jack L. Dlugach who wrote (2728)11/6/1996 11:47:00 PM
From: AK2004   of 1586214
 
Jack, Robert
Intel anounced that their profit margin is going to be higher in the last quarter of this year. Their expectation is around 57% if I can recall it correctly. This is right before the expected slowdown next year and possibly a year after that. I am thinking of buying april put spread on intel because I think that the intels price is going to go down.
Amd is in a good position to take advantage of the high intels profit margins by winning some market share.
You are right that everything goes as planned only way ahead of schedule.
Regards
-Albert
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