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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (35549)8/6/1998 2:57:00 PM
From: Scumbria  Read Replies (1) of 1572506
 
You and many AMD, Cyrix, IDT, investors look for collapsing CPU and PC prices to bring you salvation.

Paul,

You are correct. The only equity I currently hold in the uP business are long term Intel puts.

DLJ Direct upgraded NSM to a "Top Pick" this morning. I am increasingly considering the possibility of getting back into NSM and AMD. Both companies have a lot of potential. If they can execute they will get their piece of the Intel pie.

Scumbria
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