Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chic_hearne who wrote (113714)	6/1/2000 2:27:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573841

Chic, Thats a good idea. If the market drops a little today, i will likely buy some options later today. If it stays high at $85 or so, I will likely wait for the news on employment. Thanks for the ideas. regards, Kash

To: chic_hearne who wrote (113714)	6/1/2000 7:59:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1573841

Re: There's serious market risk in tomorrows employment data.... I picked up some INTC puts today - it's a hedge if the market tanks today and could be good as a straight investment if AMD has news good enough to scare some Intel longs. IMHO, the chipset news was very, very important. DDR is here for Athlon and an integrated (video, network, etc) chipset is also here. DDR with a Thunderbird is going to cause Intel some pain in the high end in Q4. A real cash cow for Intel has been the 1U form factor rack servers that it sells to ISPs. With an integrated board suitable for that application available, AMD can now enter that market - where Intel is competing directly with its own ISP customers (and almost certainly infuriating many of them). Regards, Dan