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Non-Tech : The Critical Investing Workshop

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To: im a survivor who wrote (25088)	7/12/2000 11:35:50 AM
From: Sully-	Read Replies (1) of 35685

Hi KG4, Thanks for your input. Almost the same thing could be said for RFMD, in that they could get clipped in a downturn. I like the prospects of both companies going forward. I am in RFMD right now, but I'm leaning toward NTAP for having better prospects. I'm looking to use this investment capital for generating income via CC's, so I not only must be aware of the premium potential, but whether there is any risk of severe down side risk. I know Voltaire is big on NTAP, Jim Willie likes them as well as many other respected porchers. There has been little expressed interest here for RFMD as a LTB&H, or as a CC vehicle even though the premiums are rich. I assume that may be due to the implied volatility & the desire to avoid sudden down turns. BTW, I have been sharing your feelings about how this market has been so cruel & unforgiving to you. I hope that in time things work out & you are successful beyond your wildest imagination. Hang tough, do your DD, have a plan & work that plan. here's to better times, Tim P.S. QCOM seems to be making a nice move today. Let's hope this isn't a false start ;-)

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