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

To: Pravin Kamdar who wrote (88538)	1/20/2000 1:23:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1572903

Pravin, The sentiment seems to be a great quarter. But what happens once Intel brings out its next generation stuff. If you have faith in Intel and really believe that willamette will be much better than AThlon performance wise AND that they will deliver in volume by 2H 2000 then you can see why the ambivalence to AMD and its stock price. AMD has become the ultimate show me the earnings stock ( and even then its tough). Having said that I am surprised at the market action - I had expected a test of the old high before retracement and fill of the gap. regards, Kash

To: Pravin Kamdar who wrote (88538)	1/20/2000 1:25:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1572903

Pravin, AMD has actually turned negative. Unbelievable. The whole market is down. Also, AMD has been shorters haven for a long time, and I believe shorting is still going on this stock. Intel is also down by $4. I just picked up 200 Jan 100 calls @ 3/16. IMHO, the market may recover in the late trading hours and these stocks may rally. Just picked up some more AMD at $39 9/16 - which was lower than the price I paid day before the earnings release! regards, Goutama