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Paul, I like all of your choices. My favorite MU put is the Oct 17
1/2. I would love to buy the 20s again, but MU will have to go up a
bit more to make them viable. I own the Atmel puts, Nov 25s, so my
opinion of them is fairly self-evident. I mouth off a lot, but when
I bet with my checkbook, it is the real deal. Actually, I like Gate
the best, but I am also buying puts on Dell and Compaq. This war in
pc boxes is going to be a monster, equal to the disaster in semis, and
all of these bow-wows are selling near their highs. What a layup.
The market may take 6 months to see it, so start small, but
eventually they will have to see it. I would even play MUEI except
that I feel my puts on MU are already covering that turkey. MU is
going to be twice blessed, with gluts in their biggest selling product
and a glut-driven price war in their second biggest selling product.
What a bunch of lucky guys. -G- Is this what they call diversifying
out of the frying pan and into the fire? MB |
