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

To: xstuckey who wrote (76651)	3/18/1999 4:09:00 AM
From: Michael Bakunin	Respond to of 186894

X, What happened to the FTC? <g> My put on Intel is not based on a trailing PE number, but on my assessment of future EPS growth prospects versus current price. Intel is about one tenth of my puts, which total less than five percent of my portfolio. No big risks here. I picked Intel as a put idea because I think PC revenue growth is slowing, and Intel can't make excess profits in any other business. Let's wait and see. The profits from the March 125's I sold a week or three ago [posted publicly] will tide me through several worthless expirations; don't worry about me. Cheers, mb