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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: wlheatmoon who wrote (50473)7/1/1999 6:37:00 PM
From: Lizzie Tudor  Read Replies (1) of 86076
 
I don't like mcom much but Allen is really good as a venture capitalist. I am loaded with gnet calls and really thought I'd see over 100 today but gnet made an acquisition that the street didn't like... well, hard to say really because it has run up so much. I like hsac and koop. The problem with those (last I looked) is that there are no options. But koop is cheap.

I am trying to get some cheap yahoo puts just so you know I don't always go long. Maybe august out of the money, I'm not sure. Why not pick up some puts right around earnings on some of these guys, Yhoo reports 7th. Don't do amzn or aol though, they might continue to rise since they are underperforming on news.

I do have a losing play in some cnet calls I bought at 2. Cnet announced an ad campaign that will cost them their profitability so those calls are history. Can't win em all.
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