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 : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Think4Yourself who wrote (10418)11/9/2001 10:10:05 AM
From: kodiak_bull  Read Replies (1) | Respond to of 23153
 
JQP & Gottfried:

When I look at chipmakers I see a huge list of companies, which ones look particularly weak (sector). I assume it is the commodity memory makers like Hynix etc. but hesitate to say more as it would reveal my ignorance about the various RAM SDRAM things which enslave themselves to me everyday so that I may waste bandwidth.

John,

Yes, the options all convert and the mathematics can get pretty messy, as well as the liquidity, although I assume ENE has a football field of options out there. The puts are no doubt incredibly valuable, while the calls won't need to trade again.

Pssst, I can get you a great price on ENE Jan 02 90 calls.

Kb



To: Think4Yourself who wrote (10418)11/9/2001 11:42:58 AM
From: jim_p  Read Replies (1) | Respond to of 23153
 
John,

The options all convert, but don't count on a deal.

I find it hard to believe any company will be able to get comfortable with all the potential litigation, the existing litigation in CA, and the likely criminal charges that may follow.

Any company with profits in hedges (like APA) is making a run on ENE as we speak.

I think the Dynegy deal was designed to buy them a weeks time period, but my guess is Ch-11 early next week.

Jim


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News