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.
Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?


To: greg nus who wrote (2851)12/10/1997 3:07:00 PM
From: Investor A  Read Replies (1) | Respond to of 6843
 
Greg,

I won't bet too much on INTC price and would prefer cheap puts to catch its free fall.

INTC would take a big hit if Acer could release a well-design $199 XC. If the market take the $199 XC well, then, the Wall Street will re-evaluate the Intel earning and the value of INTC.

With its 2nd-class x86 technology, the fair price of INTC should be in the neighbourhood of 20s. Thus, I believe that out-of-money INTC puts are good investment for now.