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longdong_63

06/21/03 4:42 PM

#122297 RE: mlsoft #122257

mlsoft...WHT/WS the strike is 1.65CAD (1.23 USD) with 5/30/07 expiration. At roughly .50 versus the common 1.25, your .50 is all time premium. Should you hold them until maturity you need 1.73 on the common to break even since they will erode in a flat market over time. Will gold stay flat for 4 years? ROFL!! I don't think so...there will be some "event" that will take place by then to set things into motion. Real Estate maybe? USD? Bond bubble popping? Too many potential catalysts to list.

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jdaasoc

06/23/03 2:22 PM

#122585 RE: mlsoft #122257

RE INTC

Intel's got their methods of moving inventory to make numbers.

It seems Intel added new distributors this quarter and most of their inventory sold by these new distributors came from existing distributors unsold inventory.

I became aware of this "make the inventory look sold" action because I was sent an email stating that there may be problems getting paid Intel coop marketing funds for the sales from the new distributor because Intel may have probelms tracking sales since they never were sold to new disributor directly.