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

To: cordob who wrote (123802)	9/13/2000 8:54:19 AM
From: niceguy767	Read Replies (1) \| Respond to of 1580215

cordob: Congrats on the win on your INTC puts...Although I don't follow INTC closely, I wouldn't count on seeing $55...Just too many reports surfacing suggesting PC demand is rapidly expanding and is expected to continue to do so through the next quarter and beyond...Despite production problems above 700 MHz, INTC has probably been able to sell virtually all of its now outmoded celerons which should ensure stable (and if not, they'll just sell some investment holdings)earnings for Q3...What I'm saying is that both AMD and INTC are likely to appreciate significantly over the next 6 months, but AMD will likely significantly narrow, eliminate even, the existing gap of $36 between Intel at $66 and AMD at $30...