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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Michael Bakunin who wrote (75942)	2/15/2000 2:39:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

RMBS 150, but the vols have exploded as a result. Still, I now have a limit order in for some March 105's. My limit includes an embedded IV of over 100% (!), but both bid and ask are substantially higher. Whew! -mb PS - wait -- 160 on the way? Steady.. steady.. yes. C'mon, market maker, where's my fill?

To: Michael Bakunin who wrote (75942)	2/15/2000 5:48:00 PM
From: Earlie	Respond to of 132070

mb: As we both know, (and the market doesn't seem to), Intel's problems are plentiful. The Athlon kicks Pentium butt big time. Intel tries to appear competitive through "yield picking" but this is a mug's game, and won't hold up. As we both know and as the article you cited demonstrates, the Intel "shortages" are strictly a "can't-supply-Athlon-competitive micros" situation. Do you want some Pentium 2s? We can ship them by the car load (AND WE JUST REDUCED THE PRICES,....TWICE). Do you want a high speed Pentium three that competes with available Athlons? Uh, sorry, but "supply is tight" (what A JOKE). How about slower Celerons? Bring your pickup truck and a credit card. I'm currently writing about our favourite memory producer. More shortly (g) best, Earlie