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Politics : Ask Michael Burke
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To: K. Law who wrote (625)8/21/1996 6:23:00 PM
From: Knighty Tin   of 132070
 
K, I still have a wee put position on Cube, but I've been long puts since the 60s on this one. I think their business is in trouble as far as margins go, not sales. Intel is banging them on the high end and IBM on the low end. They are a good little company, but they can't compete with that type of power, IMHO. Good technology, but the margins will be squeezed and profits will be crushed. But at this price I can't get too enthused about the outlook for puts, either. I would avoid it. It has upside back to 45 if they catch the big firms by surprise and downside to the mid-teens. But I would avoid it. MB
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