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wbmw

09/08/07 1:58 PM

#82593 RE: Windsock #82592

Re: After AMD reports a $1/2 Billion loss for Q3 and another $1/2 Billion loss for Q4 those puts will make a nice tasty New Year treat.

I've been thinking the same thing. The only difference is that I've already loaded up.

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spaarky

09/08/07 2:09 PM

#82594 RE: Windsock #82592

After AMD reports a $1/2 Billion loss for Q3 and another $1/2 Billion loss for Q4 those puts will make a nice tasty New Year treat.

You know I really don't think they're going to lose that much in Q3 and Q4. Remember that in general the 2H uptick goes straight to the bottom line. Even with the current competitive environment they still get that upside. I see losses tapering for the rest of this year, then probably jumping again in Q1. How do you guys figure $1/2B?

-=spaark=-
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Elmer Phud

09/08/07 2:12 PM

#82595 RE: Windsock #82592

Windsock

Which Puts are you aiming for?