Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: t2 who wrote (5668)	11/14/2001 3:49:04 PM
From: lh56	of 99280

if you got in at the lows of sept. you'll probably do fine. just a suggestion, though, buy some insurance puts, maybe the 02jan20's, they'd be pretty cheap right now. q4 is suspect for the sector. also, because of events since y2k it's probable an entire product cycle will go in the dumpster. all that surplus from last year and this is maturing into obsolescence. imo, 'moore's law' isn't adequately valued in post-mortem estimates. ok. eor. regards, larry

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