SI
SI
discoversearch

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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: david_langston who wrote (3869)8/7/2000 1:35:04 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
David,

re: AMD management

Look they have a history of not being straightforward.

They also have a history of being pretty dumb.

I have repeatedly expressed my concernes regarding the dumb strategy of relying upon VIA for chipsets and third parties for MB support.

I had recently sold the stock in the 80's.
I even shorted it recently.

Then I picked up a boatload of Aug 70 calls.

And a few days ago bought a bunch at 61.

SO i am long the stock again.

I think we are oversold.

And any positive news could cause a significant short covering.

Having said that if we see 80's again i will likely exit the stock again.

regards,

Kash