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

To: Elmer Phud who wrote (136025)	10/12/2004 9:37:57 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

How are you making out with your naked call position you took out last week?

To: Elmer Phud who wrote (136025)	10/12/2004 9:50:13 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Could be a very interesting 3 days, probably even 3 months...There is just no way after comparing financials and comparing the conference calls that all these analysts are going to continue to ignore the obvious superiority of AMD's cpu product lineup with their positive impact on margins compared to INTC's loss of cpu $share and decling margin trends... INTC can count themselves fortunate that there is a short term ceiling (assuming that AMD does not soon announce a foundry partner)on how much product AMD can supply, or one would have to think Dell would jump aboard in a "nanosecond". Just my opinion, but I wouldn't want to be short AMD anytime over the next 3 months!