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

To: kash johal who wrote (102669)	4/6/2000 5:50:00 PM
From: Petz	Read Replies (1) \| Respond to of 1574790

kash, you sound more bullish than ever! Don't you think we're due for another tech pullback tomorrow? FWIW, I bought a RMBS put in the morning. Rambus swung by -$20, but it only went up $4 so I didn't sell. Intel has been weak. I'm wondering if it has anything to do with Rambus. Petz

To: kash johal who wrote (102669)	4/6/2000 5:58:00 PM
From: 5dave22	Read Replies (1) \| Respond to of 1574790

Kash <OT - GTW> Hey Kash, I'm ready to play some options games. I'd like to go long on GTW. This is all very new to me, I trade stocks with Schwab primarily - do you have an opinion on them with options? Who would you recommend, I'd like to stay with one. What do you think of the calls being offered right now. I'm looking at years end, or into early next year. If it's not too much trouble, I'd appreciate your input - but I understand if you're busy. I believe I remember hearing you say you liked GTW. 17Billion ridiculously cheap. Thanks Dave

To: kash johal who wrote (102669)	4/6/2000 6:35:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1574790

Kash, <Stop weaseling about the facts.> FACT: Intel is producing at least one million Coppermines per week from a single mega-fab, and currently has four other fabs producing Coppermines in various volumes. FACT: Intel produced around 32 million CPUs last quarter, including "millions of Coppermines." And even that huge volume wasn't able to satisfy demand. FACT: AMD's stated goal for this quarter is 1.2 million Athlons, a small drop in the bucket compared to Intel's actual volumes for last quarter. (OPINION: AMD may be sandbagging, but even twice that number is still small compared to Intel's volumes.) FACT: Dell announced last week that their supply problems are behind them now. Dell is also an Intel-only company and continues to be one, despite the rumors. FACT: The grey market is typically Intel's lowest priority, and yet many vendors on Pricewatch.com are listing Pentium III 800 MHz and above for sale. FACT: Despite AMD's relatively small volumes compared to Intel, they'll still achieve sales of over $1 billion this quarter. Still think I'm weaseling about the facts? Perhaps you should set aside your mistaken notion that Intel is in dire trouble, even though AMD is making gains. Besides, we're all making money here, right? Doesn't matter whether we're long on INTC, AMD, or both. Life is good ... Tenchusatsu