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


To: Process Boy who wrote (97812)3/10/2000 1:15:00 PM
From: 5dave22  Read Replies (1) | Respond to of 1575612
 
Kash, Pb, Scumbria - I think your selling is a mistake (based on your posted sell prices). I'm sure I picked up some of your shares, in fact. Did you buy based on the X-Box? I don't think it was even a major conversation point a month ago. I know you're locking in profits, possibly trying to pick it up cheaper - I don't know your situations, but I think even after you buy back in - ST Cap Gains will hurt you worse. But again, I don't know your positions.

MSFT's decision makes much more sense for them. One year down the line - AMD could have won this account.

I think the majority of the major run-up was NOT the X-Box, though it helped. Every other topic on this thread - hopefully leading to a successful few years is what moved the stock. It's still undervalued.

One more point. Short interest is still high. The large majority of the shorts positions start below $48. They were hoping the X-Box loss would propel us lower than their "sell" price - and it hasn't. Facing record profits, and a probable early announcement, they gotta be sh***ing their pants.

Dave