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

To: TimF who wrote (129494)	12/11/2000 4:38:18 PM
From: tejek	Respond to of 1570175

Thats great too. AMAT is my second largest holding (or maybe third if you count the TRW stock that my company buys for its matching contribution to my 401K). Now if only I didn't sell my QCOM at 80 (its 99 now and went up to 106 last week, at least I bought in the low 50s). Tim, Good call! With a nearly 60% gain, no one can fault you for selling...at least not in this market. The best I've done is bought ARXX at 22+ and sold in the hi 20's thinking it would move down again and I could buy some more....wrong....at least for now. I may have posted this before, buying ISSI...at 13+ right now. I picked some up at 9 3/4 and will buy more at this level. Semi stock that produces high performance memory was trashed off its high of $40 to $9. Company just came out with news that they would do better than expected this quarter both in revs and EPS. Trailing P/E is around 14; P/E including this quarter is 9. Could turn out to be another AMD; float is relatively small. Might be one to ride up....check it out. ted