CALDEIRÃO DE BOLSA

Neste momento no After a XLNX esta a perder mais de 8%

Depois do fecho, surge a razão do aumento dos PUTS:

SAN JOSE, Calif., Dec. 8 /PRNewswire-FirstCall/ -- Xilinx, Inc. XLNX today released its business update for the December quarter of fiscal 2005.
(Logo: http://www.newscom.com/cgi-bin/prnh/20020822/XLNXLOGO )
Strong sales in the month of October were followed by weaker than expected turns bookings across all geographies in the month of November. Although turns bookings have increased in the first week of the month of December, this strength is not expected to continue due to normal seasonality experienced during the holidays. As a result, Xilinx is now expecting sales to decrease 5% to 8% sequentially in the December quarter. This is down from prior guidance of down 2% to 6% sequentially.
Gross margin target is expected to be approximately 64%, unchanged from prior guidance.
As a result of lower revenue levels, inventory days at Xilinx and distribution are expected to be approximately 170 days, up from prior guidance of 156 days.

Hoje fiquei intrigado com esta notícia: (fonte CNBC)


11:07 AM Puts Pile for Xilinx
Continuing to expand on the semiconductor theme started by my colleague Rick Pendergraft, yesterday, put options traded actively on Xilinx XLNX ahead of the analyst downgrade. Put volume was 2.5 times heavier than average, as more than 12,400 contracts changed hands. The most actively traded contract was the December 32.50 strike (XLQ XZ). Nearly 4,900 XLQ XZ contracts changed hands yesterday. A closer look into the activity shows that the largest trade occurred at 10:43 a.m., when 4,550 contracts traded at the bid, suggesting the contracts were sold. A look at overall option activity on XLNX shows that investors currently hold 63,900 open calls compared to 70,800 open puts in near-term activity. The resultant Schaeffer's put/call open interest ratio (SOIR) of 1.11 is higher than 85 percent of all readings taken over the past year.