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

To: 5dave22 who wrote (135664)	4/3/2001 2:08:23 PM
From: TimF	Respond to of 1591648

YEs better marketing would probably be a very good idea. Just got this e-mailed to me - netcog.com Peter Trapp of Needham Growth Fund The Needham Growth Fund Performance Best performing mid cap growth fund in the first quarter 2001 Up 1.6 percent in first quarter 2001 Up 7.4 percent in 2000 Up 79.7 in 1999 Hot Hand In their fund they can short about 25 percent of stocks They are currently short 17 percent of their stocks They have been buyers of AMD and worried about the quarter but the company has not pre-announced He is long AMD and has bought puts below 22 They have had shorts on EMS sector for the last 6 months He is also long chip stocks but also hedged He does see the chip stocks having poor visibility First Quarter Short Stuff PLXS SANM JBL Peter's Picks AMD TMO