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: tejek who wrote (100171)	3/27/2000 7:33:00 AM
From: Bill Jackson	Respond to of 1572643

ted, If Intel has all these fabs, all at high yield and all at high volume, as Elmer says, then where are the seas of parts that should be out there?. The die sizes have fallen and this should have worked to make a veritable ocean of parts from Intel. Maybe this leakage problem and the botched gates are being fought by the rush implementation of some broad fix at the dielectric level...that does not work as hoped? And yet AMD has parts, and we know Intel has money and this proves the statement that "parts will get you through times of no money better than money will get you through times of no parts". Bill

To: tejek who wrote (100171)	3/27/2000 9:43:00 AM
From: Elmer	Respond to of 1572643

Re: "I would think you might be better off to focus on whether AMD will do well this quarter and beat the consensus, and thereby increase the value of your shares" I guess you missed this part of my post: "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"