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

To: xun who wrote (112633)	5/25/2000 10:52:00 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1580041

Panic, Somehow the market believes that Intel being capacity constrained for the next twelve months is good for Intel, but bad for AMD. This is absolutely ridiculous!!! The current price of $69 is a bargain. I'm picking up another 5000 shares. Pravin.

To: xun who wrote (112633)	5/25/2000 11:49:00 AM
From: Charles R	Respond to of 1580041

panic, <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).> Thanks for the perspective. Given the weakness of late it is unclear to me where the stock is headed before earnings if Nasdaq were to run towards 2400 or 2700. Chuck