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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (38537)10/7/1998 1:16:00 AM
From: Elmer  Read Replies (1) of 1576245
 
Tenchusatsu,

I suspect AMD's surprise along with MOTO's better than expected earnings may be an indication that there is a significant upturn in the semi market. If AMD says their business is strong then Intel's must be strong too. I am looking for strong Intel earnings next week, even given their pre-announcement. If AMD can beat expectations then Intel certainly can too. I am making money shorting AMD puts. Hope you are making money too.

EP
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