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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: Brian Hutcheson who wrote (1959)11/5/1997 1:34:00 AM
From: Investor A  Read Replies (1) of 6843
 
Brian,

To hedge the stock market crash, INTC puts are more affordable. INTC book value is $10.44 while half of them has to be depreciated from book in the next 8 quarters.

If Intel could not move their ASP over $300 in 1998/1999, these depreciate bill will destoy their profitability and earnings. With the introduction of MXi from Cyrix, the only market that Intel could keep is "servers". Even worse than today's SIII, INTC should bottom below its book value. The volume of INTC and shareholder number will make the case even much worse when its correction happens.
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