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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: AB who wrote (19726)	10/9/1997 2:08:00 PM
From: Investor A	of 33344

Tony, Thanks for this interesting sub-$1,000 PC report. It said very clearly if you don't have the sub-$1,000 PC for the coming X'Mas sales, then, you are dead! This is the worst nightmare for Intel. Intel was forced to drop the prices (to PB & Compaq) to meet the system-cost-efficient MediaGX challenge in sub-$1,000 PC market. However, it leaded all these smart and expierenced PC buyers bought thes sub-$1,000 PC instead of these expensive $2,000+ PC. It brought down Intel's 3Q ASP significantly! I have been speculating that the 3Q earnings was so bad and Andy Grove was too embarrassing to pre-announce the lower-than-expected earning quarter after quarter, and decided to make the market uninformed. My strategy is to own Intel OCT leap put now and to buy in-the-money put on the next Monday. Fuchi ... who loves Cyrix's innovations Please support the PC industry & protect consumer interest techstocks.com

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