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

To: tejek who wrote (86222)	8/2/2002 11:07:53 AM
From: kash johal	Read Replies (3) \| Respond to of 275872

Ted, Sorry for jumping all over you, that was not the intent at all. I dont have much time for the boards these days and just sent the missive without seeing how it could be harsh. I did dump at $9 for a modest loss. My major concern is the overall economy. All the companies have been hoping for a 2h recovery (seasonality etc) from 1H. It looks to me we are going to have a tough 12-18 months, especially if housing crumbles. I read somewhere that the housing refinancing and buying was 60% of all the "growth" we have had recently in past 12 months. I am not sure i would buy amd right now ( but will load up we drop to $5 or so). Writing puts may be a good strategy right now. Overall i am in cash right now. regards, Kash