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Strategies & Market Trends : Options

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To: Jill who wrote (4156)	3/5/2000 4:35:00 PM
From: steve mamus	Read Replies (1) of 8096

CHIP, SOFTWARE, BIOTECH IMHO ADI is a must have TXN is a must have PMCS is a must have TQNT is a must have BRCM is a must have CNXT may not be a must have but I sold puts last Thursday and Friday when it pulled back to 79-80 range from recent high I believe of 128 or so. Molloy on the QCOM board really likes CNXT. He also likes INTEL but it has not excited me in several years. It still doesn't. A must have when it goes public I believe will be Transmeta. An interesting article about Transmeta in Red Herring March 2000 issue regarding the Crusoe chip. This will be a unique technology in my opinion. Software stocks SEBL CTXS I have been pounding the table on SEBL and TXN for a while. Also in Biotech land - IMNX great run since I sold the puts recently in the 190-200 range.

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