SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?


To: Maarten Z who wrote (68898)10/14/1999 6:11:00 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 86076
 
MZ, funny, i also almost hit the buy button on a few Oct. OEX calls that would be in the money if max-pain is reached tomorrow. i think the market knows PPI won't be all that good tomorrow, but they're already spinning it as a one time event due to tobacco price rises. we'll see...the last PPI, in spite of it's benign core rate due to falling vegetables prices (really! no-one on bubble vision mentioned it of course, but it was turnips that saved the PPI last time around) showed disturbing signs of accelerating cost push inflation in the raw materials and intermediate goods components. that's why the market couldn't hold on to it's initial knee-jerk rally after the number. i don't see what could be different in to-morrow's numbers. i will strive to publish the REAL PPI here, that is ex-veggies and PC's <ggg>.
btw, has anybody followed PC pricing of late? certain components like CD-roms and memory have had huge price spikes due to the Taiwan earthquake...has this had any effect on PC prices overall?
if not, the margins of the PC makers must have shrunk considerably. if yes, PPi and CPI should get a big jolt.