Hi DJ Re: "SPIN"
So, if they do a good spin, we wont care about a terrible Book2Bill anymore, right...And if they tell us they are buying into real estate to get more stockroom space, well ,"the worst must be over by now, right, so we go&buy".
"What is history, but rumor agreed upon?"-Napoleon(Rumor has it-ggg)
Actually, I kinda miss spinmeister Bubba. What more could you ask for?....Peace, Prosperity, and ....Entertainment GG
Of course, the Grand Awl(Texan for oil) Party is doing their best to spin the "R" word and get some tax cuts and drill holes in Alaska.
My thought on INTC and book to bill was that the enormous capital equipment outlays that they have planned might not show up in AMATs'(for example) bookings in nice even increments but in big blips.(Like tomorrow GG)
Re: SnP Puts, I agree the trend has been steadily down, but how low can you go? I'm fumbling around in the dark looking for the bottom mostly.
Regards
-John |
