Paired Trades and Hedging Strategies Message Board

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Non-Tech : Paired Trades and Hedging Strategies

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To: Robohogs who wrote (42)	12/3/2004 11:09:22 PM
From: Biomaven	Read Replies (2) of 136

I think the AMD/INTC trade has probably run its course in the short term. I closed out my INTC short this morning after INTC's good forecast. It worked spectacularly well overall - better than I could possibly have hoped for. Long term I think the trade still might have a ways to go. But I'm prepared to sit and wait further developments for a few months first. I don't think there's much to be had on the ELN/BIIB front for now. The combo results were good enough in a tough population that maybe the worst of the cannibalization might be avoided. Again I think this is something to keep an eye on. There's going to be a lot of tax selling (profit taking) in ELN come January 1st, and that won't help either. Peter

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