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Strategies & Market Trends : Tech Stock Options

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To: Kevin who wrote (35201)	2/19/1998 11:45:00 AM
From: Electric	Read Replies (2) of 58727

Kevin, At what point do you think it might be prudent to enter INTC on the other side? I think people are forgetting how vulnerable intel is to Asia, and how the company strongly mentioned this fact at last earnings. I just dont feel good about INTC like I do about Dell or others.. I think they have exposure and also decreasing margins based on the lower priced PC's... I dont want to get hit by a truck, but I cant believe it is near 90 today... I am gonna enter DELL calls a bit out and up in the next few days.. Lisa, I think you are safe IF you enter a ways out... the last time the mother ship floated, you were all near the current period and strike. If a person goes out to like August and up, I think the deterioration wont occur because it will pass the strike. The author of the options calc is comming to my town here, I might go see his conference (Scholes) Any opinions??? E

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