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

To: TGPTNDR who wrote (35142)	4/6/2001 7:17:50 PM
From: kapkan4u	Read Replies (2) \| Respond to of 275872

<Am seriously considering going net negative the market for the first time ever(I've been in the market since ~1968).> With 12 months of inventory in the telecommunications industry the valuations are still very high considering that earnings are collapsing. Having said that, I will stay long in AMD, even though I had to sell a bunch of calls to keep my head above water. Kap

To: TGPTNDR who wrote (35142)	4/6/2001 11:04:11 PM
From: Artslaw	Read Replies (3) \| Respond to of 275872

Who around here is Net Negative the market NOW? Exclusive of my employer's stock options (which are approaching zero on their own anyway), I have been net negative since 3/28. I sold everything from January to February, played with some small shorts in Feb and March (mostly TMTA, which was such a joke of a valuation compared to, say, AMD), and went full-on "big" short on AMD at 28 on the 28th. AMD had moved from 22 to 30 in just a few days for no good reason, so figured it was ripe for shortin'. This is an interesting thread, with people predicting Intel's demise while simultaneously saying AMD will do well. I don't see how the two could possible be that decoupled. TBD very soon. My cover is 14.26, which seems more reasonable now than when I placed it on the 29th! Of course, as it turns out, I could have shorted anything and done fine. Steve