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

To: Elmer Phud who wrote (136016)10/12/2004 9:16:21 PM
From: niceguy767Read Replies (1) | Respond to of 275872
 
elmerp:

Let's hope this aftermaket strength continues to the end of the week. Might get my $0.50 on those Oct 14's as early as tomorrow. Might even get a win on the flyer I took on those Oct 15's.

Are you going to be able to hang on to your AMD shares? How are you making out with your naked calls that you purchased last week?



To: Elmer Phud who wrote (136016)10/12/2004 9:49:54 PM
From: TimFRead Replies (2) | Respond to of 275872
 
So your contention is that not only is Intel losing a large amount of money on the rest of ICG but that these loses are increasing at a high rate?

Tim



To: Elmer Phud who wrote (136016)10/13/2004 12:21:02 AM
From: PetzRead Replies (1) | Respond to of 275872
 
Explain how a 1% increase in non-flash ICG sales could result in double the loss. FUrthermore, I suspected that would happen and called it here: Message 20627940
"If we see an increase in Flash sales flat non-flash Comm sales, but the ICG loss does not decrease, then its clear that Intel's strategy is to cause temporary pain to AMD, rather than to make a profit."

Petz


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