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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: Charles Gryba who wrote (154426)1/9/2002 10:31:33 AM
From: semiconeng  Read Replies (4) of 186894
 
semi, do you think we should sell some intc puts? ( I am serious ).
C


To be honest I'm not familiar with the whole put/call stuff, I'm a buy and sit on it person.

All I know is that the reports of P860 Yield issues are false. All I know is that intel's P4 AND P3 producing fabs are running at max, and intel still can't fill all the orders. All I know is that the mandatory/voluntary no pay time off for P3 Fabs announced near the beginning of Q4 was cancelled 1 week after it was announced. And I didn't say I THINK these things. I know them. Just can't say how.

I don't know what the numbers are going to be, I just know what I see. Take it, or leave it. Will it last through Q1? Maybe not.

Semi
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