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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (28714)	6/1/1998 11:48:00 AM
From: valueminded	Read Replies (1) of 132070

Mike: I got the impression that you didnt have any Intel puts ? It would seem to me that it is in a very precarious position. Given the delays in the merced chip which I equate to the next upgrade cycle in the year 2000 or so. Given the extensive competition from Cyrix, AMD and the Winchip from (national ?) I see microprocessor prices heading in the same direction as dram. (although maybe not as fast) No monopoly and high current margins = mucho competition and lower margins in near future. Given the high value assigned to Intel (120billion) market cap which is high by most standards of valuation. p/b, p/s, pe It would seem that Intel could be in for a serious haircut. Agree/Disagree. If you disagree, what areas would you buy your puts in now. (time frames would also be helpful) ie leaps etc. thanks

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