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

To: tejek who wrote (110031)	5/10/2000 12:36:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1577522

Ted, <In addition to AMD I own telecom stocks which have held up pretty well til now.....were trashed today. Do not want them destroyed because XICO says chip orders are down due to flash shortage when that may be only a part of the problem> When the insanity prevails, I am considering selling a few puts tomorrow. <maybe a small part....the CEO resigned today as well; sounds like their problems may be due to more than just shortages> My take is that Xicor has no fundamental problems and just failed at setting proper expectations to the investment community. This company has PSR of about 1. Hard to find such a value in this business. (I plan on accumulating some more once I feel a little bit more convinced that there are no gotchas here.) Chuck