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To: kash johal who wrote (47807)	7/16/2001 1:17:45 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

kash: "Picked up 200 Intc 27.50 july puts at $0.30 If they miss, could pay off handsomely." Agreed...Can't see how they can do anything but miss $0.10 with revenues down 10% and ASP's down 10% minimum...In fact, they'll have trouble making neg. $0.10...but there's always that creative accounting wildcard out there! Actually, I'm so convinced they'll miss, I just picked up a bunch of July $25 puts at $0.10 to complement my 27.50's! Nortel tonight, INTC tomorrow night...Just not the ingredients for a bull run!