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To: tdl4138 who wrote (18028)5/6/2000 1:43:00 PM
From: JSBRead Replies (1) | Respond to of 118717
 
Big Dave, would the Dec 17 1/2 calls
be good or better on THX? I know you're
the option guru, but paying 3/4's more
for another 3 months seems sound. What
do you think?

Jeff



To: tdl4138 who wrote (18028)5/7/2000 11:51:00 PM
From: B TateRespond to of 118717
 
I did note that it seems that they may have turned the corner while still posting a loss for the TTM. As a user of SRAM and DRAM I am a firm believer that this business is listed #1 under the heading of - Volatile Investments - at least in my view ;-).

What initially intrigued me was the reference to 'flash'. After reading through the 10Q I don't recall any mention of flash in a significant fashion other than the potential legal issues with AMD over patents.

I generally stay far away from DRAM type companies where the market whipsaws you like a broken bandsaw. However, on this occasion the investment side of the picture requires that I do some more digging and keep it on my watch list. While not my normal cup of tea, thanks for the HU.

I will look at THX thanks again. Got a starter position on CZRO on Fri.

bt



To: tdl4138 who wrote (18028)5/8/2000 5:53:00 AM
From: B TateRespond to of 118717
 
Dave
re. THX I agree, nice find. Question for you as the acknowledged GURU of opts. I've also looked at KSE as the way to play both the gas price and maybe an increase in volume/profits via the distribution channel.

As a 70% owner of THX, KSE opts seem to be discounted or am I missing something? Of course this may be the same disparity concerning subsidiaries as mentioned reference to ALSC. Any insight would be appreciated.
bt


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