Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 44.53

-2.2%

11:44 AM EST

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To: Mary Cluney who wrote (75898)	3/9/1999 2:42:00 PM
From: Michael Bakunin	of 186894

If you're right about revs and EPS, then INTC is, indeed, worth buying at these levels. We'll have to wait and see. As for the portion of my portfolio, the market value of my Intel puts is, indeed, miniscule -- currently, about one percent -- but lottery returns on a small part of my portfolio make me very happy. Since my timing was good, and I've only taken some profits off the table, puts are now up to 4-5% of my portfolio. If I'm wrong about PC demand, they represent a 5% hit I'd like to avoid; if right, a 10+% jolt my portfolio will love.

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