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

To: Charles R who wrote (112606)	5/25/2000 5:00:00 AM
From: Goutam	Read Replies (2) \| Respond to of 1571063

Chuck, < What news is out there in the very near term to support the stock from sinking from the current levels? - Stock split (highly likely) - Thunderbird/SPitfire launch (highly likely by June 5th and 99.999% before end of June) - Earnings preannouncement (highly likely) - Blowout Earnings (almost guaranteed) Anything else? > You pretty much included all the big events that are in the pipe. Here is a press release by AMD on Athlon + DDR Platform (can't locate it at AMD Web site - may be the press release was done in Singapore): (credit amd_55, YAHOO Msg board) quote.bloomberg.com ______________________________________________________________________ AMD DEVELOPS ATHLON PROCESSOR PLATFORM SUPPORTING DDR MEMORY The following is a reformatted version of a press release issued by Advanced Micro Devices) AMD DEVELOPS FIRST AMD ATHLON PROCESSOR PLATFORM SUPPORTING DOUBLE DATA RATE (DDR) MEMORY ********************************************************************* * * * - Third Party Validation of DDR Memory and Chipsets Under Way - * * * ******************************************************************* Singapore-May 24, 2000-AMD has announced a prototype AMD Athlon processor platform featuring support for high performance double data rate (DDR) memory. DDR memory is the highest-bandwidth and lowest latency PC memory technology currently available, and is planned to enable the AMD Athlon processor platform to deliver new levels of performance on math-intensive applications like video editing, CAD/CAM, scientific applications, and Internet content creation. [...] The prototype AMD Athlon processor platform supporting DDR memory was demonstrated recently at the WinHEC conference in New Orleans in conjunction with the leading memory manufacturers that plan to produce DDR memory this year, including Micron, Samsung, Toshiba, Hitachi, NEC, Hyundai, and Infineon Technologies. Both the AMD-760 chipset and DDR memory modules are planned to be available in the second half of 2000. [...]** -END- -0- (CRL) May/25/2000 5:20 GMT ____________________________________________________________________ The article also contains comments from some of the DDR manufacturers (Micron, Hyundai, Samsung,...). Goutama

To: Charles R who wrote (112606)	5/25/2000 8:09:00 AM
From: survivin	Read Replies (2) \| Respond to of 1571063

This is good. zdnet.com May 25, 2000 5:02 AM PT Intel expects 12-month component shortage Computer chip maker Intel Corp. (Nasdaq: INTC) expects a short supply in the industry for another 12 months as components run short, its president and chief executive officer, Craig Barrett, said on Thursday. "There is nil balance between supply and demand," Barrett told a news conference in response to a question on the semiconductor industry and added that investments made to address the shortage will continue for a while. -- Reuters

To: Charles R who wrote (112606)	5/25/2000 10:30:00 AM
From: xun	Read Replies (2) \| Respond to of 1571063

Chuck, RE <How true! I backed up my truck when AMD "puled-back" to low-80s. Looks like I tied-up my funds a little too early. Here is an interesting dilemma based on the AMD price action in the last couple of days. I have been writing 80/85/90 puts over the last month or two thinking AMD would not correct more than 10 or 20 percent but given how this market has turned out and how AMD stock was not able to hold the 70s, I am wondering if it make sense to take a little bit of additional risk and write a few at-the-money puts now. How low could e possibly go from here? Would I end up tieing up some serious cash if Nasdaq were to go to, say, 2400. How much cash, as a percentage of portfolio, are people keeping handy? Any thoughts?> I borrowed 17% on the margin as of today. I wrote 20 July 70 puts a month ago that tied my money. I know it's time to pick bargan basement. But I will sit idle for now. 15% on the margin is my threshold. I am not willing to cross it at this moment (actually the market helped cross it already). I am 90% in AMD (shares+options). <What news is out there in the very near term to support the stock from sinking from the current levels? - Stock split (highly likely) - Thunderbird/SPitfire launch (highly likely by June 5th and 99.999% before end of June) - Earnings preannouncement (highly likely) - Blowout Earnings (almost guaranteed) Anything else?> I agree those are legit coming events. The AMD price movement so far today suggests somebody wants to keep AMD down badly. The last time it happened, AMD shot up nicely afterward. So I think sitting idle is the next best thing to accumulation for AMD. panic

To: Charles R who wrote (112606)	5/25/2000 1:19:00 PM
From: tejek	Read Replies (2) \| Respond to of 1571063

<That is why I don't care much about the movement in the past few days. Well, except that I don't have more cash to invest. ;)> How true! I backed up my truck when AMD "puled-back" to low-80s. Looks like I tied-up my funds a little too early. Charles, I have thought and continue to think we are in a period like Feb./March where AMD languished between the 40's and 30's and people wrung their hands in despair. <g> This has happened before. It usually happens about the middle to near the end of the quarter right before the runup to earnings. I think its happening again and will be considered a buying opp. in retrospective. BTW I believe AMD's current price problems have more to do with Intel's sudden bullishness than the markets. ted

To: Charles R who wrote (112606)	5/25/2000 2:49:00 PM
From: Cirruslvr	Read Replies (4) \| Respond to of 1571063

Chuck - RE: "What news is out there in the very near term to support the stock from sinking from the current levels? - Stock split (highly likely) - Thunderbird/SPitfire launch (highly likely by June 5th and 99.999% before end of June) - Earnings preannouncement (highly likely) - Blowout Earnings (almost guaranteed) Anything else?" How about potential Business skus? I don't know if it will move the stock, but I think it will be VERY good news for AMD.