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

To: Pravin Kamdar who wrote (38528)	5/7/2001 7:01:25 PM
From: Pravin Kamdar	Read Replies (6) \| Respond to of 275872

In an alternate universe: * Dell's guidance of another 3000-4000 job cuts spooks the market and we drop 100 Naz points tomorrow. * Tomorrow afternoon, Cisco misses estimates -- and in fact, comes in with a negative 1 cent. Chambers, fresh from a meeting with his lawyers on the law suit issue, gives very cautionary guidance -- stating that they have little visibility for the rest of the year. This causes a Wednesday sell-off of another 100 Naz points. * On AMD's Thursday webcast, Sanders repeats that the quarter is looking better than first thought, that ASP will not decline in the quarter, and that mobile and server Palomino design wins from major OEM partners will be shortly announced. This causes AMD to jump $4 per share, and sends Intel down to $26 (from $28 the day before). * AMD and Nvidia show blockbuster mobile technology on the 15th with major OEM support at the launch. The Fed decides that they do not fear that job losses in the new economy will spread to the old economy, that there are some signs of inflation, and they only cut 25 basis points. The Dow loses 250 points, the Naz loses another 150, AMD falls back to $35 and Intel falls to $22. * On Thursday the 17th, Dell gives very cautious guidance for the rest of the year -- mentioning that there is no PC turn around in sight. * Holders of Intel puts on the 18th become rich. But, since I am a holder of Intel May puts, this scenario can only exits in an alternate universe and has close to zero chance of occurring. Pravin.