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

To: steve harris who wrote (100153)	3/2/2000 11:12:00 AM
From: Elmer	Respond to of 186894

Re: "Please let us know when you close your AMD long position." AMD signed a contract with CSCO yesterday to supply Flash memory over a period of several years. This is a good thing for AMD. They have a $1.5 Billion Fab sitting idle because of lack of demand for their Athlon processors. I see this Flash deal as a way for AMD to maintain profitability. For that reason I am holding on to my AMD long position. I bought those shares with the premiums from the AMD puts I've sold so I have nothing in it from out of pocket. I also sell CCs on those shares to so why bailout now? I notice that AMD is once again doing a swan drive into that porcelain pool today while Intel is up again, keeping with the 20+ year trend. EP