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


To: eplace who wrote (99146)3/20/2000 7:45:00 PM
From: Dan3  Read Replies (1) | Respond to of 1575517
 
Re: if you are seriously considering shorting Intel...

Hi Ed,

I wouldn't short Intel (too much risk), but picking up some puts.... I think there will be a pretty quick transition between great Q1 earnings being announced (which should spike the stock price and make puts very cheap) and Dresden. There is a chance that a particularly good Dresden introduction, coupled with dual processor chipset and "Business Line" PCs from some of the tier ones, would burst a recently inflated Intel bubble pretty hard. What do you think?

Regards,

Dan