SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Roger's 1998 Short Picks
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lazlo Pierce who wrote (9928)6/11/1998 7:10:00 PM
From: BelowTheCrowd   of 18691
 
David,

I'm actually surprised we haven't had a more significant warning from Compaq or Intel. This would be about the right timing, and the quarter is definitely turning out to be worse than expected in many market segments. Home computers aren't selling much and shipments in May were extremely low, as everybody waits for Win98 machines at the end of June.

I've got to wonder if Intel might do it after the Friday close again. Maybe tomorrow or next week? I know lots of people are saying "they announced there won't be any warnings," but if you read the actual comments it basically comes out as the spokesperson saying last week that "we haven't scheduled any announcements or conferences at this time." (When's the last time they "pre-announced" or "scheduled" and earnings warning?)

I think something nasty is going to hit. Not shorting right now, but my Intel holdings are still hedged with July puts.

mg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News