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

To: John Stopforth who wrote (80272)	5/19/2002 4:59:37 PM
From: Elmer	Read Replies (1) \| Respond to of 275872

What percentage of your INTC shares are hedged with AMD. 2% or 100%. I hedge my AMD shares by remaining diversified. AMD represents about 12% of my portfolio. About 25% but I am adding to my AMD position faster than my INTC position right now. I'm writing Puts on AMD but not INTC so that adds to the CC premium I'm getting, all of which goes back into buying shares. Also AMD is cheaper than INTC so I can get over 2X for the same capital invested. AMD isn't going away anytime soon and with them near book value, buying and selling CCs is sure better than money market interest. This is a no-brainer. EP