Replies to post #68917 on Advanced Micro Devices Inc (AMD)

[chipdesigner]

Keep dreaming... :) Intel faces another 6-9 months with nothing remotely competitive in server and desktop segments, while AMD features increasing capacity, as their 300mm Fab output begins this Q. If you bought calls instead of puts, you might make up for some of the Intel losses from the past 2 years.

And if Mikey D. actually meant what he said today, look out above.

[jhalada]

wbmw,

Yeah, I made the mistake of believing that the stock price would lead actual results by about a year. Of course, they didn't because investors are far more exuberant than I ever thought possible. It'll make AMD a very interesting stock to play on the way down. I'm looking to buy some puts as soon as we near a top.

I see. And you will define that top retroactively, if it happens.

I thought you recommended to others to sell at $24 (while you said you have not done so yourself). Put up or shut up.

Joe