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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Marc Schiler who wrote (3177)	7/7/1998 2:56:00 PM
From: Jurgen Trautmann	Read Replies (1) \| Respond to of 11051

Marc, sorry for not responding, I've mailed my "excuses" to you. "You got out of INTC yourself, not too long ago, if I remember." This is correct, but not really. I'm "in" Intel with 50 contracts - that's a lot more than my newly sold 1000 shares. As I commented, I got out with these shares intending to make cash for options. "But we will never see PE ratios like MSFT, who packages a large empty box around a CD-ROM and gets as large a margin as it likes." Is this logical? IMHO P/E is the relation between price (of the stock) and the part of company-earnings related to one share. I remember times when actually Intel's P/E was better than Microsoft's. No clue if this will happen again - but I hope so. If I'm wrong, my options (strike 120!) aren't worth 1 penny. "It will climb again, but I don't think that it will be soon, unless there is a huge earnings surprise." I agree. On the other side, I'm engaged with 200 shares, that's not the biggest game. And I hope (just hope...) that RMBS will not tend to go back below 50 - but I'm not sure. "...but my car will probably be a lot smaller than yours!" Actually my car is shorter than the majority and not that tall. And I could buy "him" (7 years old) for less than 1/3 of "his" former price - some people pay more for their "Golf"... ( wolfeden.org ) Happy trading! Jury