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

To: Charles R who wrote (38473)	5/7/2001 1:47:27 PM
From: kash johal	Read Replies (1) \| Respond to of 275872

Chuck, I did know about the SVG delay. But the 1 fab out of 4 was key info to me. And also the NMTC news. Originally i thought this was interesting but not sure if they had been working together for a while and just announcing now. My best guess is that Intel knew they were in trouble in Q4 last year. But it still seems tough to do all the evals and preprod and quals and ramp in volume by now. Which is where they need to be for serious production in Q3/Q4. Just my thinking on this coupled with reports of Athlon and PIV shortages convinced me to reverse course on my short. On the short position i bought some protective calls as jan 35's. I am still keeping those but expect them to expire worthless. regards, Kash Johal