Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (100131)	3/27/2000 12:34:00 AM
From: Scumbria	Respond to of 1572537

Paul, So if Dregs-den and Thump-a-twirp are raring to go, then CRANK THEM UP and START SHIPPING AND SELLING THEM !!! Didn't you ask the same question about GHz Athlons a few weeks ago? You appear to have become a slow learner. Scumbria

To: Paul Engel who wrote (100131)	3/27/2000 12:57:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1572537

Re: "The Conundrum I love is this: AMDroids universally agree that AMD can sell everything they make. So if Dregs-den and Thump-a-twirp are raring to go, then CRANK THEM UP and START SHIPPING AND SELLING THEM !!! Why don't the 'droids address this paradoxical situation ?" AMDroids will not discuss these two points in the same post because of the obvious conflict. They can sell everything they make but for some unexplained reason they won't make all they can sell??? Fab30 is idle and Fab25 is underutilized while Intel is still capacity constrained. They insist Intel can't make anything over 733MHz while 850 & 866MHz CuMines are available on pricewatch. Meanwhile I still think AMD is a reasonable stock to hold at this time. I am long shares and short lots of near term puts at strikes of $35 $37.5 and $50. Also some leap puts at $15. Also short some CCs, April $60s. Good trading! EP