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To: Paul Engel who wrote (92866)11/19/1999 6:00:00 PM
From: kash johal  Read Replies (1) | Respond to of 186894
 
Paul,

Re:"
Message #92867 from Paul Engel at Nov 19 1999 4:34PM
Kash - Re: "BTW, I unloaded all my Sbux and AMD positions today"

That's a shocker - selling all your AMD !

Where's your confidence in that company ?

By the way - didn't you once post that you had sold Covered calls on your AMD - back when it was in the high teens or low $20s ?

Did you buy these back - or leave them as naked?"

As far as AMD calls - yes i bought them back a while ago when stock dropped down to teens again.

As far as AMD the company - I still like the potential.

But frankly I am very impressed with the cost/performance of coppermine.

And as you remind us on the AMD thread - they have a half-life of 6 months before they screw up again. So the odds are for a screw up or strategic error.

And I felt that Dell and Altr represent better short term alternatives.

regards,

Kash