Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (81609)	6/4/2002 2:43:53 PM
From: bacchus_ii	Read Replies (1) \| Respond to of 275872

Joe, RE:"I bought back my June 12.50 CCs over last 3 days. I hope the June 10 desktop Tbred announcement will give stock some traction, so that I can sell them again. I know you did clean you CC position. I was kind of surprise you left those 20¢ on the trading floor but it might gave you more freedom to strike again :-) Gottfried

To: Joe NYC who wrote (81609)	6/4/2002 3:28:37 PM
From: andreas_wonisch	Respond to of 275872

Joe, bought back my June 12.50 CCs for $0.15 earlier today. While I expect an earnings warning from AMD soon due to collapsing ASPs, I hope AMD will wait a little bit longer. The stock is oversold at current levels and I hope for a little rebound to sell my position. Intel will have their mid-quarter update on Thursday but I doubt AMD will also update their guidance on that day unless they have good news. If the news from Intel is neutral or slightly positive I expect a small rally from the current depressed levels. The market already seems to anticipate bad news. Andreas