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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (63392)	6/25/1999 5:30:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1571832

Kap, Re:"How solid is this information? I am sitting on 40% profit on July INTC puts (60s and 57.5s) and trying do decide whether to hold them past the Q2 earnings report or take a profit. My estimates for Q2 are $6.8B in revenue and $.52 in profits. If I am right the stock should go into the high $40s. What do you think?" I don't give investment advice because everybodys situation is so different. But in general I have found its always good to take some money off the table. I suspect that your expectations are reasonable. However the stock action will respond much more to their forward looking outlook. If they anticipate better margins and the coppermine looks on track then the stock could easily soar again. My best guess is that their will be a good buying opportunity on Intel as the K7 hype builds - particularly if several major oems really support the chip on the get go. Anyway just my thoughts. Regards, Kash

To: kapkan4u who wrote (63392)	6/25/1999 6:12:00 PM
From: kapkan4u	Read Replies (3) \| Respond to of 1571832

I posted this on INTC thread: INTC investors read this. Hi everybody, As many of you know I am long on AMD and short on INTC. My posts reflect my investment choices. I decided to post this because I got tired of the principal posters on this thread trashing AMD in their posts and going long on AMD in their investments. Paul Engel talks about suckers AMD investors while holding thousands of AMD shares. Elmer sells puts by a "ton" and says that he doesn't mind to be assigned some AMD. For those who understand put writing, this is a very bullish strategy because you have to be ready to accept a huge AMD position if the stock goes lower then the strike price. Tenchusatsu bought AMD stock “for short-term” - a lame excuse of an Intel employee for owning the competitor's stock Even Process Boy said he was hoping to pick some AMD. May be the INTC investors who take the AMD trashing coming from these individuals literally are suckers themselves (to use Paul's terminology). Why do Paul and others do this? Simple. As a former Intel employee and a large INTC shareholder I know exactly why. They are scared of Athlon and they know that Intel's “future-generation” designs are a mess. But they will not tell you that. They don't want to sell their large INTC positions and fork the Uncle a huge chunk of it. I bit the bullet and did exactly that. By Elmer's own admission, Intel got a hold of an Athlon system. Apparently they discovered that Athlon runs circles around PeeIII. Thanks for reading, Kap. PS. I am out of town for the next 12 days. See you July 9th.