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

To: Goutam who wrote (80336)	11/17/1999 8:32:00 PM
From: Petz	Read Replies (2) \| Respond to of 1572209

I think the slight weakness towards the end of the day may be option closeout related, but there was a lot of positive news today, so I'd be inclined to let them run until Friday. If the stock goes above 27.5 tomorrow, maybe sell half as many 27.5 calls as you have lower strike price. The most positive thing today was that the K6-2P will be out before December. What would happen to AMD if HP announced K6-2P systems. It almost seems like they are liquidating their Celeron systems. Here's another positive -- this is from firingsquad.com on the VIA KX-133 chipset demo'd at Comdex: It's good to see the EV6 bus paired with the AGP4X interface and PC133 SDRAM as AMD's 750 chipset supports neither of these technologies. We can't wait to experience an Athlon 700+MHz running with PC133 SDRAM and an AGP4X video card like the GeForce DDR or the upcoming Voodoo5 5500. Like the Apollo Pro133A, VIA displayed a few motherboards based on the KX133 chipset. In particular, the VIA display featured the FIC SK11, Epox EP-K7VA, and the Biostar M7MKB motherboards. In addition, we've been told that ASUS also plans on releasing a Slot A motherboard based on the KX133 chipset, although we can't confirm this. Keep in mind that like the Apollo Pro133A, we can't confirm if these are the official names of the products, but they were definitely on display at the VIA booth. Petz

To: Goutam who wrote (80336)	11/17/1999 9:33:00 PM
From: Bilow	Respond to of 1572209

Hi Goutama Sai Kantamaneni; Re AMD's stock price movement today... AMD wasn't the only PC company to go up today. CPQ and HPW were up also. INTC was down. So was RMBS, DELL, and GTW. Funny coincidence. Seems like there may be a little information getting loose about the excellent price performance of the Athlon, and the bad price performance of Intel's latest memory solution... I'm sorry, but I am going to have to go out on a limb, and agree with the predictions that say GTW Athlons by the end of the year. And I'll go further. I'll say DELL Athlons by May 00. Of course, I have no inside sources of knowledge, these are just my guesses. But the market today, was definitely kind and gentle to AMD and pals, compared to INTC and pals. -- Carl

To: Goutam who wrote (80336)	11/17/1999 10:18:00 PM
From: eplace	Respond to of 1572209

Goutama I've been doing options for a long time and the one thing I've learned is that options are tough. I've been looking into AMD for some time and bought shares at 21, 22 and then 16 1/2 a few weeks ago. Doing great on these. My experience is to give some time for options to work out. I bought some Jan 25's last Monday before the jump at 1 1/4. Sitting nicely now at about 4 1/4. If I were to guess, my bet would be that the November's would close as close to 27 1/2 as possible (that way the call and put players will both be left in the cold). Just a guess though, cause one thing I've learned is to expect the unexpected.