Intel & JNPR

Intel is announcing major corporate changes today. Expect a jump in INTC share price because they are telling the market how they expect to improve.

If it is a large layoff (rumors are for 20,000), that probably means a shift to outsourcing. I expect large Indian companieds to benefit.

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JNPR is rumored to have a big win at Verizon. That is hurting our JNPR puts. Patience, though. JNPR needs a lot more than 1 deal to look good.