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Technology Stocks : Cyrix 1 Where anything goes
CYRX 9.270+2.6%Nov 4 3:59 PM EST
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To: Jeff Kirk who wrote (554)6/6/1997 3:25:00 AM
From: Investor A   of 640
 
Jeff,

With the accelerating depreciation costs on these fab and reduced ASP and sales on Pentiums, I speculate that Intel will announce worse Q2 earnings than any WS analysts have expected (even after the recent reductions). If it happens, your JUL puts could be very valuable.

There is one market observation, no one but Fuchi says, that the consumer market is building the sense of "Anti-Intel" on all market. The best example is K6 and its hot sales everywhere. K6 has been selling almost as expensive as PII or Pentium MMX while the demands is much greater than supply. Why, lots of lucrative buyers don't want to buy Intel defected Pentium II. With no recalls/replacement and no fix until early January, Intel will be very disappointed with Q3/Q4 sales that expect to generate ? sales from the user-resisted PII.

TA people are talking about INTC double heads has formed. It sounds that INTC is ready for a free fall. I am not sure about the TA. Maybe, Richard would jump in to tell us something about the double heads. With the continuous lower sales and reducing margin in sight, I don't believe that INTC will hold above 120 after a bad Q2 earning is announced before July option is expired.

Another point is "1 1/4, why not?"
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