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To: Jim McMannis who wrote (27151)6/6/1998 10:42:00 PM
From: Steve Porter  Read Replies (2) | Respond to of 33344
 
Jim,

I'm thinking of dumping all my CPU related holdings on Monday morning and buying RAM stocks. I mean at the rate we are going CPU's are going to be worth about as much as ram. Intel is cutting prices on most stuff 30%. I mean jeezus, I'm willing to bet that Intels average margins will be 45% after these cuts.

Not pretty. Seriously thinking about going short on Intel and breaking my own options rules..

Steve