How high will Microsoft fly? Message Board

STOCKTALK

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.

Technology Stocks : How high will Microsoft fly?

MSFT 485.52

-0.1%

11:38 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Valley Girl who wrote (49707)	9/22/2000 12:37:19 PM
From: rudedog	Read Replies (1) of 74651

VG - yes, I have been shopping - I bought some ATML, and had a big call position on JBL which I converted to equity. I got a boatload of INTC when I sold puts and it was put to me. Guess I should have unloaded the excess... Oh well. Have been picking up DELL Nov calls - 40s, 42.5s and 45s, also some 2002 and 2003 LEAPs. Out selling DELL Feb puts today and looking to buy Feb calls. Don't know what to do with INTC, they have screwed up so many things this year that I have no idea where they are going. Can't make chipsets that work, can't get Itanium to work, can't manage to produce enough big-dollar big-margin Xeons yet have overcapacity in the cheap stuff. Released a DOA PIII 1.13 GHz chip and had to eat it. P4 looking troubled. They appear to be coming apart at the seams. Early year entry into CIEN has paid off well so far, JDSU still a little shaky. Got some QCOM and am OK on that so far. Will be looking around today as I have some cash and no margin. What are you up to?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next