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Strategies & Market Trends : Options
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To: taxman who wrote (1132)1/16/2000 12:21:00 PM
From: steve mamus  Read Replies (3) of 8096
 
Taxman YOU ARE THE MAN.
I have great respect for you.
I will wade into LEAPS with next nasty correction. My margin requirements right now for naked puts nearly 4 million with most to expire in July. I have decided to keep significant cash on hand to cover these just in case. Needless to say these are tying up a fair amount of cash at this time.

OT OT

I have over the last 2 years have spent alot of time in internet investment land. I have alerted folks about ICGE lockout coming to hand. My new concern is the vulnerability of YHOO, LYCOS, and even CMGI. On FOX this AM discussion of potential media deals with any of these 3 players (primarily YHOO and CMGI) with mainstream media company. Short term I don't think I would want to be holding any of these...reason the real possibility of P/E squeeze on the downside i.e. the acquiring net company assuming the P/E of the acquired company i.e. (again) the acquiring net company would no longer be valued as a net company. At one time I held a large position in AOL...I would not be happy at this time if I were a shareholder (short term)...in Barron's yesterday Abelson conjectured that AOL could go to 40 in the short term as a result of this deal...I hate to ever agree with this guy but here I believe that he may be right. AOL per his feeling had to do the deal because they were overvalued and needed essentially the value brought to the table by TWX. I again (and I regret to say this because he drives me nuts) have to agree with Abelson.
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