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Politics : High Tolerance Plasticity
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To: cnyndwllr who wrote (2133)3/21/2001 3:03:40 PM
From: Gottfried  Read Replies (1) of 23153
 
Ed, OT *** too smart was meant in a good way. I refer to your comprehensive thoughts on INTC and the semi equips.

>If I had the nerve I might go long intel and short the semi's with the thought that if intel cut it's cap spending back it might get a bounce or at least hold, and the semi's would drop. It that didn't happen and the nas bounced, intel would likely bounce with the semi's and even it out. If the nas dropped and intel stood pat on it's plans, the semi shorts would work and the intel long would drop.<

Too many contingencies. :)

Gottfried
New topic of conversation for Californians:"So...what outage block are you in?" But probably not a good pick up line, unless you can state "my outage block is 50". [50=protected from outages]
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