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Strategies & Market Trends : Tech Stock Options
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To: Dave Lyall who wrote (1982)5/24/1996 2:40:00 PM
From: Pascal A. Mons   of 58727
 
Dave, On INTC and IBM

Last time IBM reported earnings they were better than expected with a jump of 40% year over year however the company issued a warning that the coming results will not match that pace (sorry I don't remember the specifics). This was the Devastating News that costed a lot to IBM share prices. Projected earnings is the essential reason for any stock performance each time this is in question you should NOT expect any strong performance. Therefore the plays if any were on the downside for IBM. You must consider the additional fact that IBM is a mojor stock of the DJIA 30 average (Dow), therefore its movements are limited. In two words I would strongly advise against any options play on a such mojor stock unless you have strong reasons to believe it will move the way you expect it to move. Another point is if the news coming out is negative (for your previous play) you should close immediately any open postion. Ask Michael about that.

INTC has had some bad news (Book-to-Bill) coming from the semi industry, from a slow down of PC sales. However the latest results from CPQ suggest a reversal of that trend which is echoed in INTC share price... It seems that now INTC will ride the Pentium Pro wave, and I foresee slowly improving results till this year end followed by a strong '97 year.
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