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Politics : High Tolerance Plasticity
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To: Think4Yourself who wrote (2253)3/22/2001 3:31:13 PM
From: energyplay  Read Replies (1) of 23153
 
Was thinking about buying some puts on the analog semi stocks-

LLTC, MXIM, MCRL which have HEAVY Silicon Valley Fab investments
which would be affected by blackouts.

The Put premiums are sky high

..........................todays ............month .........strike...........put price
Maxim MXIM 47 Aug 45 8 1/2

Linear LLTC 45 Aug 40 6 1/4

Micrel MCRL 31 Aug 30 5 1/4

You would think that SOMETHING BAD was going to happen in the summer time ;-)

Waiting for the stocks to go up so I might get some puts....
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