Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (69087)	11/25/1998 12:39:00 AM
From: Doug M.	Read Replies (2) \| Respond to of 186894

Paul, thanks that's great news if it's on schedule. I read that some work must be done to get Camino with RDRAM out on time. Although this is the Intel thread, I have to keep a keen eye on my Rambus position too (they are related to some extent). I sold some "extra" Rambus May 80 puts today in anticipation of Camino. I've made a bundle on Rambus leap calls, but I figured I could take in some extra premium (by writing those puts) with a successful Camino roll out. I figured there's little chance that Rambus will be lower than it is today if Camino is on time - I actually have a break even of 68. Do you see any potential problems with a Camino delay? Regards, Doug