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

To: Joe NYC who wrote (94569)	2/22/2000 11:46:00 AM
From: Elmer	Respond to of 1571367

Re: "It seems that you like AMD's near term prospects." Yes I do. "What about this million Coppermines in die form?" That was 1 million in 1 week from 1 fab. AMD investors should consider the affects of a non-capacity constrained CuMine supply. AMD is not dropping prices because they want to. They have to. This is why I usually only write puts out 1 month. It think it will take longer for the affects to be felt. "Didn't you say some time ago you wrote Feb 42.5 puts? What did you do with them?" I was short Feb 35s, 32.5s & 30s. All expired worthless. I am short Mar 42.5s, 40s 35s & 32.5s. I am long AMD shares. I wrote Mar 50 CCs against them. EP