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

To: Elmer who wrote (115462)	6/11/2000 2:41:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1576611

Re: I think you meant June INTC puts ... No, I meant January (I didn't know if you might have written other puts) I've not bought any June puts, only January at various strike prices. Q2 and Q3 should be fine for INTC since corporate purchasing will be up after Y2K and the variable consumer demand will be swayed towards high end notebooks for Q2 HS graduation gifts and Q3 heading off to college purchases. If it ever gets ugly for INTC, I expect it would happen after Q4 results are in (when Thunderbird is dominating high end consumer sales and AMD is making its first significant move into the corporate / server space). Of course, the collision insurance aspect of the puts against a NAZ crash is there throughout the period. I continue to see opportunity from both plays on these numbers for the General Motors and Ford of the microprocessor market (though most think I'm wrong about shorting INTC - it's not something I recommend to friends) INTC Market Cap 425.5 Billion AMD Market Cap 13.6 Billion Regards, Dan