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.

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

To: Knighty Tin who wrote (57989)	4/28/1999 6:45:00 PM
From: bill meehan	Read Replies (1) \| Respond to of 132070

MB: Grove's comment is kind of like saying all companies use the telephone. Pretty safe statement, I'd say. Who wouldn't opt to use relatively cheap marketing and/or distribution channel? I imagine we'll also see some interesting bundling of services, well beyond the free PC with Net service as competition across many industries really heats up. Also fairly safe to say that inefficient companies will be squashed sooner than they have been in the past. As to why all of the insanity regarding the pioneers, when nobody has any idea what the Net will look like nor how it will work in a couple of years? Just another mania...but at a time when the amount of money sloshing around the globe is immense and "cash is trash."

To: Knighty Tin who wrote (57989)	4/28/1999 7:22:00 PM
From: gnuman	Read Replies (1) \| Respond to of 132070

MB, "Randy Andy?" Personally, I always liked the guy. But it do sound like a setup to start stocking the "server farms." <g>

To: Knighty Tin who wrote (57989)	4/29/1999
From: Don Lloyd	Read Replies (2) \| Respond to of 132070

MB - (...And committed Intel to Rambus...) Speaking of which, Rambus would appear to be a stock that will likely approach either 120 or 0, or both, within the next 18 months. It has Leaps available with strikes between 40 and 90 for Jan 2001, and with strikes between 35 and 120 for Jan 2000. For the 2001's the 90 calls are about 17 and the 40 puts are about 10, all for the stock within a few points of 60. Would you have any ideas for effective strategies to consider for combinations of long, short, or no stock combined with puts and/or calls (not necessarily Leaps, and not necessarily long) to play either or both sides of possible stock movement? TIA, Don