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.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (43969)	6/10/2000 4:45:00 PM
From: The Prophet	Respond to of 93625

I tend to agree with you on this issue. I expect AMD to peak in the mid to high 100's, because at some point INTC's Willamette/RMBS bet, together with more ruthless pricing at the low end due to the movement to .13 micron manufacturing, should start to impact AMD's margins. Any thoughts on the best time to sell AMD?

To: Zeev Hed who wrote (43969)	6/10/2000 6:01:00 PM
From: Dan3	Respond to of 93625

Re: some of your analysis of a relatively weak 4th Q for INTC might be right.... Thanks very much for your comments. I've been picking up a few January puts, somewhat nervously. To some degree, I treat them as a hedge against another NAZ pull back. If it does break $100, I think it has a chance of testing its support at $80, or even $60. That $60 level was established less than a year ago, and Intel's sales growth has been declining since then. I think this fall will be very interesting for spectators in the semiconductor wars. AMD's winning streak can't go on forever, either. Regards, Dan