Chris, Ordorus one? Heck, I haven't even ordered me one yet. <g>
Rambus is a great put choice, as the company, not the stock is on life support. Without Intel, they'd already be dead.
The brokers are layups, IMHO. Merrill is my favorite again, as it is closest to its 52 week high, but I still hold some rolldowns on GS and MWD, too. Admittedly, I have had fairly lousy execution on Chuckie Cheesy Schwab in the past, but I still think it is extremely overpriced.
The ASPs (didn't they bite Cleopatra?) as a group look overpriced by about 300%, and I think the worst, USIX and best, EXDS, are the most vulnerable.
Any time Compaq hits 30, put it. There is no future here and the stock trades like pie in the sky. |
