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Maui

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Maui

Re: chipguy post# 12805

Friday, 09/05/2003 12:14:09 PM

Friday, September 05, 2003 12:14:09 PM

Post# of 97785
chipguy,

I was talking to an AMD employee last evening at the gym and he mentioned that they strongly believe at AMD that IBM would buy them out. Not sure if they are reading the same rumors/speculation that we all do or if it trickles down the management chain. Maybe that (and opteron announcement and overall semi demand improvement) has something to do with it.

Beside, even at $12 stock, it's not even a $5B company. With all their IP and 'potential' (and debt!), it could still rise with an overall recovery.

Having said that I am eyeing some AMD oct puts.

Maui
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