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blauboad

10/15/03 2:56 PM

#15123 RE: Elmer Phud #15122

AMD is going down this morning. I wouldn't be surprised if a disappointment is in store, at least compared to what has already been factored into the price.

Now this would not surprise me. I've taken a little off the table today--shares I've held more than a year--in expectation of a selloff and to free up some cash. Regardless of what happens in the coming months, we've have a nice runup.

I'm holding the larger part of my position at least till January for cap gain reasons, and because things still look very good for AMD. I do expect to see gains following any post-CC selloff. I do not expect a stellar CC that will send the stock through the roof, though I'll sure benefit if it does.
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UpNDown

10/15/03 6:57 PM

#15145 RE: Elmer Phud #15122

Elmer, on tomorrow's stock price

Are you expecting AMD to announce an FX-53 tomorrow? With SPEC results? Big splash? Best results for any shipping desktop processor? Later in October, later in the year, or never?