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Politics : Formerly About Advanced Micro Devices
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To: Mark Brophy who wrote (5350)2/9/1997 3:23:00 PM
From: greg nus   of 1576346
 
Mark, I don't know your investment position and I'm not sure you want to share it with all of us. But it's interesting that you have bought all three at once. I'm not sure I completly understand the hedge against one another reason but it seems it was more important for you to hedge as your bet as opposed to, buying them just to prosper. Do you not feel Intel and AMD are disiversified enought along differentiated product lines enough to be a diversified investment. I leave out Cyrix only for reason of my ignorance of it's complete product line. It also sound like your are flat in your position now having been scared off by your own recent rapid sucess. Can you share
what trigger your sales. Are you sharp enough to have an account at Brown? These questions are not ment to provoke or critize but are offered in the spirit of a gunine interst to share some knowledge. What more are you willing to share with us?? thank you in advance for your response
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