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: Knighty Tin who wrote (58599)5/5/1999 11:01:00 AM
From: Tommaso  Read Replies (1) | Respond to of 132070
 
If it is of any interest, I just shifted what I had in my latest AMZN LEAP puts to same in CMGI. Think AMZN has a long way to fall but CMGI maybe even more. Also, I find that taking profits whenever I am up 50% and not taking any losses seems to work with LEAPS to constantly increase the capital base. Only workable in a crazily overvalued market.



To: Knighty Tin who wrote (58599)5/5/1999 11:11:00 AM
From: Daniel Joo  Read Replies (1) | Respond to of 132070
 
I have some MU puts as well. Any thoughts on the firming of chip prices and the potential increase in demand once Asia picks up steam?

Dan



To: Knighty Tin who wrote (58599)5/5/1999 12:04:00 PM
From: GuinnessGuy  Read Replies (1) | Respond to of 132070
 
Mike,

Speaking of puts. 10,000 contracts of Dell Jan 42.5(LDEMV) traded hands today at 10:52am ET at the bid. Any idea what this is about? Is this the sort of thing that you would expect Dell to be doing if they were expecting a bad earnings report on the 18th? BTW - They went off at 9.5.

Or maybe this was Edamo's work. -g-

Craig



To: Knighty Tin who wrote (58599)5/6/1999 8:06:00 AM
From: yard_man  Read Replies (2) | Respond to of 132070
 
Doing a lot of different stuff than your usual MO?



To: Knighty Tin who wrote (58599)5/6/1999 9:08:00 AM
From: yard_man  Read Replies (2) | Respond to of 132070
 
Comments on National Semi's move out of mpcs? IS that why INTC rallied yesterday?