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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (96798)	1/19/2000 9:00:00 PM
From: dmf	Read Replies (6) \| Respond to of 186894

Paul, Thread: I've a general question but I'm asking it as an investor who is long INTC: What percentage of your portfolio is in cash right now? I'd appreciate any one answering that doesn't mind the personal question. Thanks in advance. dmf BTW We divide management of portfolios at our house and I'm in charge of two portfolios that account for a little more than 40% of our total investments. For the record, one portfolio is 8.8% cash and the other is 5.1% cash at this time.

To: Paul Engel who wrote (96798)	1/19/2000 9:18:00 PM
From: Elmer	Read Replies (3) \| Respond to of 186894

Re: "It appears that AMD has rapidly reached DEMAND constraint for the AthWiper." And this may contribute to the ongoing delay fo Dresden. Who's gonna buy them if they make more? EP

To: Paul Engel who wrote (96798)	1/19/2000 10:22:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Paul, Re: It appears that AMD has rapidly reached DEMAND constraint for the AthWiper. Do you think 2000 will be a profitable year for AMD ? While the result seems to be terrific for Q499, there is something puzzling. As you have noticed, they cannot sell all the Athlon they can make despite of the demand(looks at the scarcity for Cumine). If we take the words of Intel's management as well as PB, Cumine is still ramping nicely. It could be quite possible that by early Q2, the supply/demand equation will be reversed with lots of Cumine flooding the market. I am itching to buy some LEAPS PUT for AMD and hoping it will drop back to the 20s sometimes in Q3/Q4. Judging from the Q4 1998 and Q4 1999 result, it seems that AMD can only make profit when Intel has problem suppling enough CPUs to the market. Gary