well, since I happen to hold 180 contracts of various GMST calls, the vast bulk of them extremely short term; and since I am already vastly overextended on margin beyond where I should be given my new-found maturity and imminent parental status; and since we don't actually know anything but are just playing hunches--no, I don't think I will do anything here. As for you, the play makes sense and you clearly have the hot hand, so if I were you I'd parlay your IBM and NTAP winnings and go for it.
tekboy@movinonup,totheeastside,toadeluxeapartmentinthesky.com
PS According to Charles Kindleberger's classic Manias, Panics, and Crashes, which I happen to be reading, where we would call certain speculative investments inappropriate for "widows and orphans," in France they would call them unsuitable for "the father of a family." Luckily my gsthq's expire a week before tekbaby's due date.... |
