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

To: Epinephrine who wrote (94694)	2/22/2000 10:51:00 PM
From: Gary Ng	Respond to of 1575539

Epinephrine, Re: I'm not sure why people keep saying that That just mean that they may not agree with your line of thinking but that doesn't mean you are wrong or they are right. Each person has his own formula on how to read the thing and invest accordingly. I have no AMD position and incline to take leap PUT which people on this thread almost laugh at me(if not already). I have heavy position in INTC(see my profile) since 1996 and constantly adding more. The reason I don't have any position in AMD is that I don't trust its management which is my number one concern above everything. Beside, I don't know how they are going to sell that many Athlon to cover their fab cost and where are they going to get the cash for renewing the fab. I am not saying AMD is going to die but I won't take the risk. Well I do incline to take a little bet against it in that there will be problem ahead. Again, that will only be lunch money. Gary

To: Epinephrine who wrote (94694)	2/22/2000 11:11:00 PM
From: Joey Smith	Read Replies (2) \| Respond to of 1575539

Epi re:I am long 8000 shares of AMD at 50% margin Now i can see why you are so worried. Hope you bought some AMD when it was low a few months ago. Selling the covered calls is a good move. Again, I think you need to be more worried about those price cuts. You know some of the anal-ysts will use the words 'price war' to try to bring AMD (and Intel for that matter) down. Q2 could be worrisome for AMD, especially as Intel ramps up .18 CuMine. Joey