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

To: niceguy767 who wrote (200813)	6/7/2006 8:55:27 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> I'm thinking that AMD july 30 calls are beginning to look very attractive. I see our expectations are moderating as time goes on. Was it 50+ after the March expiration ? Then 45 after q1 earnings. Then 40 for April. Then 35 for Dell. Now 30. Since you like to extrapolate trends, I expect you'll be looking wistfully at 25's in July.

To: niceguy767 who wrote (200813)	6/7/2006 9:10:28 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: I'm thinking that AMD july 30 calls are beginning to look very attractive. After all, the negative impact of Conroe on AMD's price is already waaaay overblown, given the above "production constraints as pointed out by anand above, and given Q2 earnings that blow away the current $0.29 consensus! Could be, but I think it's very likely that Intel's earnings will take down the whole sector. You may get a better opportunity after those are released.

To: niceguy767 who wrote (200813)	6/7/2006 9:46:08 AM
From: fastpathguru	Read Replies (2) \| Respond to of 275872

25% of Intel's Performance Mainstream desktop processor shipments will be based on Conroe. Question: What percentage of desktop processor shipments are "Performance Mainstream?" fpg