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Technology Stocks : AMD/INTC/RMBS et ALL
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To: grok who wrote (42)9/12/1999 9:02:00 PM
From: kash johal  Read Replies (1) of 271
 
KZ,

Re: "power down"

It is possible that this is happening.

These benchmarks are so stunning that if remotely true Intel and Dell will get laughed at in the press.

Now with the press on these benchmarks I am surprised that Rambus folks have not posted a retraction or something from Dell.

So whats the best way to play this.

I had planned on buying some covered calls for my position prior to the 9/27 release and also maybe some short term puts.

Anybody else got another strategy.

regards,

Kash
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