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


To: crazyoldman who wrote (107460)4/24/2000 3:21:00 AM
From: Elmer  Respond to of 1575972
 
Re: "BTW, are you really happy with the way things appear to be going at *ntel? Are you sure the *ntel of today is the one you remember?"

How refreshing to have someone ask a reasonable question. No I'm not happy. I think Intel misjudged the demand upside rather badly (daaah). I have not been arguing that point. I have merely been pointing out that there are no yield problems and never have been. I think Intel was too cautious. Their forecasts didn't predict this surge in demand until too late. With all the money they have in the bank they should have built on pure speculation. Too bad everyone spent so much time trying to claim Intel knew about the demand yet still did nothing. Not true, but they should have bought some insurance and built another fab or 2 anyway. On that point everyone could agree.

Re: "The "Droids" are in the process of making some serious gains, won't you join us?"

I am a constant player of AMD. I write puts on a monthly basis and buy shares. I also write CCs and reinvest the cash in shares as well. I have a large position I never paid for<ggg>. I used to post every trade I made here on this thread but haven't lately. Too busy fending off the false accusations.

EP