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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?


To: dogman who wrote (2871)1/18/1998 1:20:00 PM
From: Trebor  Respond to of 42834
 
>Did Bob give any reason why he has changed his mind on intel?,<

He said he was "disappointed" with the conference call announcing the earnings. He didn't elaborate a lot but I think he just feels INTC isn't going to advance much anytime real soon. His approach is to sell the stock at times like this; mine is to sell covered calls against my holdings. Am I the only one out there who uses this strategy?



To: dogman who wrote (2871)1/18/1998 9:00:00 PM
From: Mark Pritikin  Read Replies (3) | Respond to of 42834
 
<<RE: out of Intel completely>>

What were Bob's reason's for recently becoming bullish on INTC and then suddenly changing his mind. It seams like the glass is always half empty on INTC for Bob unless of course if he decides to trade it.

Is he really helping his listeners of whom many hold INTC or using his show to tout his positions after their established? Specifically, what really changed with Intel? They beat expectations and while gross margins will be down to 55% +/- a few percent, the company has been saying all along that margins will trend towards 50% +/- a few percent.

Just curious what exactly Bob had to say. Does he think INTC is not a core holding or just telling us he's completely out so he can pick up your shares when you panic and sell at 69.



To: dogman who wrote (2871)1/19/1998 3:09:00 PM
From: Diamond Jim  Read Replies (2) | Respond to of 42834
 
Did Bob give any reason why he has changed his mind on intel?
_______
yes, shrinking margins. Makes him look uninformed because that news is old and anticipated and announced by Intel long ago.

jim