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Technology Stocks : Intel Corporation (INTC)
INTC 39.50-3.1%Dec 11 3:59 PM EST

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To: Paul Engel who wrote (69087)11/25/1998 12:39:00 AM
From: Doug M.  Read Replies (2) of 186894
 
Paul, thanks that's great news if it's on schedule. I read that some work must be done to get Camino with RDRAM out on time.

Although this is the Intel thread, I have to keep a keen eye on my Rambus position too (they are related to some extent). I sold some "extra" Rambus May 80 puts today in anticipation of Camino. I've made a bundle on Rambus leap calls, but I figured I could take in some extra premium (by writing those puts) with a successful Camino roll out. I figured there's little chance that Rambus will be lower than it is today if Camino is on time - I actually have a break even of 68.

Do you see any potential problems with a Camino delay?

Regards,

Doug
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