Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (87308)	1/14/2000 8:04:00 PM
From: ajbrenner	Respond to of 1573711

Re: "I have never sold naked calls. I sell naked puts" Elmer, Sorry, my fingers got ahead of my brain. Naked puts is what I meant to say. Thanks for the honest answer. ajb

To: Elmer who wrote (87308)	1/14/2000 8:08:00 PM
From: kash johal	Read Replies (4) \| Respond to of 1573711

Elmer & Thread, Re:"conf call and AMD hysteria" Well just to add some bearish viewpoints on a great day for AMD longs. I really did not like that recent article where AMD's mktg manager talked about production in 2H 2000. If this is true this will be a DISASTER IMHO. The BIG BIG question hanging over AMD is Dresden/cu/yields they clearly have a pretty good processor. They are clearly LATE with Dresden - originally plan was for Q4 99. Then it was Q1 2000. Last conf call it was Q2 2000. Now its 2H 2000. I don't know if this guy is playing coy, but if true we have a big potential problem. They are going to ramp a brand new process (Cu+0.13/0.18) plus a brand new core: the mustang. And rely on real hi-volume production for Q4 2000 to compete with willamette in Q4. I would be very concerned being long without protection (some short term puts etc) for those that have simply bought low and are simply holding. I fail to understand why they are unable to produce anything at dresden with a slow ramp starting in Q1 2000 yielding unit shipments in Q2. Just my $.02 regards, Kash