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To: Paul Engel who wrote (134201)5/6/2001 12:52:21 AM
From: Scumbria  Read Replies (1) | Respond to of 186894
 
Paul,

I closed out all of my AMD position this morning. Willy has me spooked

On February 3, 2000 all of the available information about Willy (20 stage pipe) indicated that it should kill AMD. As the implementation details came out over the next week or two, it became obvious that P4 was a POS and I bought lots of AMD calls. Here is a message I sent you on February 12.

From: Scumbria
To: Paul Engel
Date: Saturday, Feb 12, 2000

Paul,

"You sound extremely BITTER since you unloaded your AMD last week in the $30's - even you can't seem to profit from AMD's success !!!"

Actually I made a lot of money this week off my February 45 calls. Apparently you aren't following the thread as carefully as you used to.

Scumbria


Message 12855848