Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (88984)	1/22/2000 4:38:00 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 1573213

To the "rather rude young man", <<Looks like a double whammy for you, Gopher Brain! AMD calls expired worthless and your Intel PUTs expired worthless.>> As you should know (it seems that I posted to you when I sold them), I bought Intel Jan $95 puts on Nov 10th and closed them out on Nov 12th for a 25% gain. You can call it a whammy if you like! Certainly glad I didn't hold them, but thinking Intel look like a short candidate again now. Cumine yields may be great but there are just too few 800 MHz Intel systems for sale out there. Also, the Jan 37 1/2 may have expired worthless but they were were a roll forward of a load of Jan calls that were well in the money. AMD did well for me this quarter :) Thanks for being so concerned. {=======================================} To: Paul Engel who wrote (79675) From: Gopher Broke Friday, Nov 12, 1999 12:54 PM ET Reply # 79742 of 88990 Closed out my INTC PUTS for a nice 25% gain. I see more downside long term, but I think there are too many "Intel is a steal at $75" investors out there at the moment. Also I expect that the "loads of cumine 733s coming next week" rumors must have some substance eventually. Intel must still have some fight left in them, surely. {=======================================} From: Gopher Broke Wednesday, Nov 10 1999 4:17PM ET Reply # 79287of 79335 Actually bought 10 INTC Jan 95 PUTS(last of the big spenders). I can't explain the volume discrepancy you are seeing. This is a disaster scenario play, not a general short position. I will unload following any bad news from Intel, rather than holding on to January. Of course, there may be no disaster... {===================================}