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Technology Stocks : PMC-Sierra (PMCS) -- Ignore unavailable to you. Want to Upgrade?


To: Trader Dave who wrote (2343)2/22/1999 6:59:00 PM
From: Drake  Read Replies (1) | Respond to of 3818
 
TD, et al, do you know about the guy who approx. 4 weeks ago stepped up to the plate and bet approx. $2.5million on July $70 Calls at a break-even of approx. $87/share (source: Stockwinners.com)?

Dc



To: Trader Dave who wrote (2343)2/23/1999 10:08:00 AM
From: Drake  Read Replies (1) | Respond to of 3818
 
TD, et al, re the PMCS cherry-picking, I was wrong about the amount of money invested. The investor bought 1300 July $70 contracts for $2.21million, making his/her break-even $87/share (source: Stockwinners.com). I had said before that the amount of money invested was approx. $2.5million.

Dc



To: Trader Dave who wrote (2343)2/26/1999 11:28:00 AM
From: Taro  Read Replies (3) | Respond to of 3818
 
I believe you missed something, TD: Telecom (T1/E1,HDSL2) as opposed to datacom (LAN,FE/GE) used to be the dominant dish on LEVL's plate. Be ready for a new low power 3.3v home-run here soon! Incl. an OC-3c all CMOS PHY to compete with PMCS and AMCC.