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To: Paul Engel who wrote (65806)10/4/1998 11:51:00 PM
From: John O'Neill  Respond to of 186894
 
Thanks for the site..I don't doubt that INTC has a lot going for it.
I'm leary, however, of a major slowdown in tech business in 1999..this would probably affect the gambit of techs and I wouldn't want to be too exposed to the risk here. That's why all the shorts/puts.

So far I've had amazing luck. I was posting my positions on KO, G, PG, and MCD a couple of months before they collapsed. These notes are on the SI thread...those threadsters (especially Coke) really thought I was nuts to be shorting companies like these....one never can tell..I did very well with these..INTC is proving to be a much harder nut to crack.....$1000 so far

BTY..the only short I have now is 500 DELL and some MSFT $110 puts.....



To: Paul Engel who wrote (65806)10/5/1998 12:01:00 PM
From: John O'Neill  Read Replies (2) | Respond to of 186894
 
Paul...I just went LONG 400 shrs INTC at $79 3/8....this may be a day trade buy INTC seems to lead the pack up.

JO



To: Paul Engel who wrote (65806)10/5/1998 12:46:00 PM
From: Proud_Infidel  Respond to of 186894
 
Xeon shortages- but we already knew this:

news.com