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

To: Elmer who wrote (97830)	3/10/2000 12:18:00 PM
From: Process Boy	Respond to of 1575767

EP - <I am disappointed to see Scumbria and PB selling at this point because they actually have some intelligence. > Just one of those "looking for an excuse to sell" things. I 've taken a hit on some of my other investments, so I decided to lock in some profit on AMD. May get back in on significant enough dip, if and whatever that may be. <Intel's CuMine volume will go up 10x over Q4 but that still won't be enough to meet demand, IMHO, leaving the door open for AMD.> You very well may be correct here. X86 fundementals remain strong. Still believe both companies will do relatively well in the near term. PB

To: Elmer who wrote (97830)	3/10/2000 12:23:00 PM
From: Scumbria	Respond to of 1575767

Elmer, am disappointed to see Scumbria and PB selling at this point because they actually have some intelligence. All of my AMD holdings were March options. It would have been crazy to hold them during this plummet. The stock is down $2 since I sold them. I'll buy back in when the price stabilizes and options investors are frightened enough to sell them cheap ;^) Scumbria

To: Elmer who wrote (97830)	3/10/2000 12:34:00 PM
From: Epinephrine	Read Replies (1) \| Respond to of 1575767

<I used my put premiums to buy more shares at $52.x. I see a good quarter ahead for AMD while Intel is still ramping. Intel's CuMine volume will go up 10x over Q4 but that still won't be enough to meet demand, IMHO, leaving the door open for AMD.> Elmer, I think that the posts by you and Process Boy are particularly informative owing to your positions at Intel, You have inside information you have obvious and understandable bias (don't get offended so do I) and yet you are still bullish on AMD even to the point of taking a trading position. That is very significant IMHO. Thanks for your thoughts. :) Regards, Epinephrine PS: This is not meant to take away from the significance of any other posters trades. Thank you all for posting them.

To: Elmer who wrote (97830)	3/10/2000 2:25:00 PM
From: ptanner	Respond to of 1575767

Sold 40% of trading shares at close yesterday but am still holding the remainder which were purchased at 52-1/16. Considering adding more to my base holding. At this point, 2:15 EST the decline only rolled prices back to Wednesday. I was worried it might do more but I guess this week's run-up was only partially x-box related. PT

To: Elmer who wrote (97830)	3/10/2000 3:27:00 PM
From: Petz	Read Replies (1) \| Respond to of 1575767

Elmer, re:<I used my put premiums to buy more shares at $52.x. I see a good quarter ahead for AMD while Intel is still ramping.> I agree totally. A 5 point drop hurts, but, sheesh, a 5 point drop only erase 2 days of price appreciation. See 3 month chart:http://quote.yahoo.com/q?s=AMD&d=3m Thanks for your honesty. I don't think you've ever admitted to BUYING AMD shares, except by assignment of puts. As for xbox, 1. It makes the software support issue for Athlon from M$ harder, but not insurmountable considering increasing market share of 3DNOW. 2. Its subject to change 3. It doesn't affect earnings 4. I think the REGISTER's take on it - that M$ needed help designing the box that AMD couldn't give - is totally bogus. Designing an xbox is not rocket science. It probably had more to do with USB 2.0 being more important than 10-20% more MFLOPS per $. Petz