Stock Attack -- A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: Judy who wrote (7159)	3/19/1998 8:55:00 PM
From: C.N.S.	Read Replies (1) of 42787

Judy, I have a good feel about BAY. But do read this article - I seem to agree with it. Message 3757852 I remember you once remarking that you had twice as much BAY as CSCO. Maybe that ratio should reverse. Re : CPQ - I was thinking of selling puts on CPQ early next week. (I plan to sell x Oct 30 puts and purchase ( x July 22.5 puts OR 1.5x July 20 puts). cboe.pcquote.com What do you think ? By October the forward looking market may begin to take into account the release of NT 5.0 for the PC server market. Also, should the Asian situation exacerbate, its effect will be known before July. Do you see any obvious flaw in this logic ? Re: DELL - No opinion here. Thanks Shivu

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