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.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: valueminded who wrote (33835)10/13/1998 12:11:00 PM
From: Knighty Tin  Respond to of 132070
 
Chris, I'm going to like the most overpriced trading sardine of all, Dell, after their eps scam. Most of the techs are going to do o.k. until the Xmas lies have been posted, so the only ones that are good for puts are internet flotsam and jetsam. Pick an up day and they are almost all decent. Xylinx has had a nice, undeserved run up. EMC is still grossly overpriced, though I would like to get the puts higher. Microsoft will suffer if pc sales turn negative on units next year, as I think possible. Apple is vulnerable after Xmas.

I agree about the option premiums. I have been selling many more credit spreads as the prices have gotten out of hand. Gotta love it as a spreader. Don't care much for it as a put buyer. <G>

MB



To: valueminded who wrote (33835)10/13/1998 4:25:00 PM
From: Bat5454  Read Replies (1) | Respond to of 132070
 
Chris - yes, but some of the money is going to 'buy' the whole solution (replace, not fix the old). I see a certain amount of this, as I'm in the 'mainframe' world. Some shops are replacing & moving to ERP solutions (SAP, Peoplesoft, etc.) instead of fixing old mainframe systems.

Bruce Taylor