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

To: spyhunter who wrote (88415)	1/20/2000 12:06:00 AM
From: tejek	Read Replies (3) \| Respond to of 1572780

I am new to this board as I jumped on 50 long 50 Jan calls and 10 long 40 jan calls this week. Couple of questions after reading the last 500 posts: Why is there such antagonism between the AMDers and the Intelers? Its odd, isn't it? I couldn't figure it either when I first came across this thread. My answer now would be that AMD poses a threat on a lot of different levels at least to the Intel longs. Pretty immature some of the stuff I read. Very...but its so easy to get into it. Anyway, any thoughts on: 1. Price by Thursday 2. Price by Friday 3. Price in 3 months I am trying to figure out what price to sell at and how many options to exercise. Let me preface this by saying its all conjecture on my part and others on the thread will probably have different opinions. 1. $50+ 2. I think there will be pullback to retrace the gap...the gap is really 32 to 50 (assuming it hits $50) but I think it will only retrace to the low 40's starting either Fri or Monday, and continuing for at least a few days. Eventually it will move back up because for one, institutions will be buying in earnest now. 3. The sell price depends on your investment parameters and your status, margin vs non margin. I will be treating AMD, at least for the remainder of this semi cycle, as a keeper. Its the last of the big semis to get it together. I think it could easily make $80-100 by year end if it can continue to execute. I will leave the options issue to Goutama or Elmer. And niceguy, you might want to give your projections for AMD. Good luck. ted

To: spyhunter who wrote (88415)	1/20/2000 12:11:00 AM
From: eplace	Read Replies (1) \| Respond to of 1572780

throopch: re:Pretty immature some of the stuff I read. Actually it is not immature, we're all just having a lot of fun (at least I hope). I wouldn't take any of this stuff too seriously. These guys provide alot of good information (even the Intel guys). Man do I wish I had bought some Jan 50's. Bought some 40's just before the bell today. I was tempted, but I've burned too many times going that far out of the money. 1. Price by Thursday--Anybody's guess, mine was 52 on Goutama's contest. Might be pretty close. 2. Price by Friday--who knows could be some profit taking. 3. Price in 3 months--All of us AMD longs are probably hoping 60-80 range. I am trying to figure out what price to sell at and how many options to exercise. All advice appreciated! Chris

To: spyhunter who wrote (88415)	1/20/2000 1:17:00 AM
From: Petz	Read Replies (1) \| Respond to of 1572780

Hi throopch, welcome to the thread ! (is your name a way of saying you have 3 dogs? ;^) Also, take a look at the earnings competition sponsored by Goutama www4.techstocks.com If you factor out the ridiculous estimate by Elmer, which he himself said was really a joke, SI's average of 0.37 is very close to the actual 0.43, five times closer than the most optimistic <sic>Analyst</sic> and better than Yahoo or JC's. There's a lot of good info on this thread and some great people. Congrats on your call purchases. Petz