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To: Cary Salsberg who wrote (5284)4/24/2003 10:27:14 PM
From: Return to Sender  Respond to of 13403
 
OT: >The company just announced a revolutionary change in the processor environment. I think you are kidding yourself with your "predictably." Deutsche doesn't have its money on the line.<

Who me kid?

OK you got me there. I was just joking. Actually I went long AMD at 7.93 today.

Imagine my surprise when it went down. <gg>

Seriously, I'm not kidding anyone. I said AMD trades more predictably than AMAT. I could be wrong.

Cary, I'm not looking to short this stock forever but I feel pretty good about my entry price.

I know about AMD's new product line. I also know they are bleeding cash at an alarming rate. INTC is profitable and selling comparative or at least competitive products at prices that I think will make it tough for AMD in the immediate future.

But most importantly I think I know the market has either already hit an important short term high or that it will be doing so soon.

Lets just be a little patient and we will see if I actually make money or if I get my head handed to me.

Best of luck with all your investments!

RtS