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

To: Mani1 who wrote (77755)	10/29/1999 1:18:00 PM
From: DRBES	Respond to of 1577883

Again AMD is sitting under historic supply on light volume (relative to intEL) in the shadow of some heavy duty positive announcements from intEL. It just might go this time. Regards and good luck. DARBES

To: Mani1 who wrote (77755)	10/29/1999 1:20:00 PM
From: kash johal	Read Replies (3) \| Respond to of 1577883

Mani, At the 3q conference call AMD was very conservative due to MB and chipset concerns over Q4. They stated they would have much more visibility in there analyst meeting in November. I imagine it should be within next 2 weeks or we run into Comdex. With Intel basically sold out and unable to flood the market with high speed cumines, the scenario should be as good as it can get for a significant upside move. Seems like a good time to buy Nov 20 calls - they are less than a $1 right now. Or to write some puts for the more conservative among us. I'm buying calls as we speak. Welcome inputs from the thread. regards, Kash