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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kapkan4u who wrote (84524)	6/25/1999 6:37:00 PM
From: Windsock	Read Replies (1) \| Respond to of 186894

KalKan <As a former Intel employee...> There is good information available that the Intel departure was welcome and you even received a nudge out the door.

To: kapkan4u who wrote (84524)	6/25/1999 7:12:00 PM
From: Process Boy	Read Replies (2) \| Respond to of 186894

kap - <Even Process Boy said he was hoping to pick some AMD> Because at the price I was talking it would be close to book value. I anticipate AMD's best case scenario as being a take over target, and I have stated such when I first started posting on SI. I did not pick up any AMD becasue it did not meet my price target for such a risky stock. AMD is on the brink of disaster. Their bonds are rated as "junk", and they're whipping through their Vantis windfall in short order, their manufacturing strategy with two different technologies in two different fabs would scare the process boy hell out of me. <Why do Paul and others do this? Simple. As a former Intel employee and a large INTC shareholder I know exactly why.> No you don't, and I resent that fact that because you used to work for Intel, you take some sort of license to characterize your views. You are a former employee of Intel; this does not qualify you to characterize my posts. <They are scared of Athlon and they know that Intel's “future-generation” designs are a mess. But they will not tell you that.> What are you talking about? Would you care to elaborate exactly how this is so? <Apparently they discovered that Athlon runs circles around PeeIII.> Even if true, this would not cause me to start running for the hills. I also expect Intel to respond quite adequately to the competition. As I have recently stated, there are many pieces to the Intel puzzle. I am not at all convinced that AMD has the wherewithall to devalue INTC on its own volition, which seems to be your motivation. Despite comments to the contrary, it is plainly obvious to me that you are in the "hurt intel" camp, and not in the "AMD is a great stock" camp.

To: kapkan4u who wrote (84524)	6/25/1999 11:13:00 PM
From: nihil	Read Replies (1) \| Respond to of 186894

"" Elmer sells puts by a "ton" and says that he doesn't mind to be assigned some AMD. For those who understand put writing, this is a very bullish strategy because you have to be ready to accept a huge AMD position if the stock goes lower then the strike price. "" A deceptive view of put strategy. Writing deep out-of-the-money puts is a mildly bearish strategy. Writing in-the-money puts is a bullish strategy but if the premium is high enough it can be neutral or mildly bearish.