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

To: chic_hearne who wrote (100577)	3/28/2000 9:03:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1571886

chic hearne: Re: "My point is, I'd hate to see a letdown do to an unfounded "rumor". I agree with you 100%, I just wish M. dELL felt the same way." Comment: With or without Dell, AMD is going to $100 real fast...A Dell/AMD deal will just make it happen even faster...but it is about to happen no matter when Dell comes aboard...AMD the world leader in microprocessors and flash memory, with or without Dell, would still be undervalued at $100, imho! Imagine Q1 revenues $1.1 billion and Q1 eps greater than $1.00, and that with only 1.7 million Athys...They'll produce a minimum of 13 million Athys this year which means sequential quarterly earnings can only improve from Q1 throughout Y2000...Just not going to keep AMD below $60 much longer and once closing above $60, the bandwagon effect is likely to take shape!

To: chic_hearne who wrote (100577)	3/28/2000 9:27:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1571886

Re: BTW- I'm 100% AMD also, and 100% options also... Chic and NiceGuy Ummm. I'm very new to options trading, and terrible at timing the market (though I did pick up Jan 25s at 1 and 1/8 last August - I also picked up some others that didn't do as well, due to bad timing on my part). So I'm no sage. But please be careful. Options jump around a lot, and the surest thing in the world can be temporarily reversed due to some unfounded rumor - then your time is up before the price recovers. I'm holding Oct calls right now - and they're a percentage of my portfolio that I could afford to lose. I also hold stock, with much more of the dollar value in the stock, so that a month or two of bad news won't wipe me out. Your upside is much higher than mine, so go for it if you want to, but remember that this supposed to be investing, not the lottery. :-) Good Luck, whatever you decide to do, Dan