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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
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To: steve harris who wrote (163435)4/4/2002 3:38:22 AM
From: kapkan4u  Read Replies (2) of 186894
 
<Intel fell collapsed through $30, time to load up some more puts?>

I may add some INTC puts on any strength from the Dell's announcement. 2.2GHz P4s are binning very poorly. They are still stuck at 4 pages on PriceWatch since January. Yet I hear that the inventory of low end P4 boxes is very large. Also, end-user demand fell of the cliff at the end of March. Sooner or later INTC's house of cards will come crumbling down.

Kap
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