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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: pater tenebrarum who wrote (30812)10/24/2000 3:54:41 PM
From: Earlie  Read Replies (5) of 436258
 
Heinz:

Been mostly on the sidelines and enjoying the "spectating", but joined the fray for a bit this PM.

I suspect that NT may not thrill its investors with its numbers, due I believe, this P.M. Near term puts are not too extremely priced for a short term spec. Just a small dollup, for comfort while we peruse the report. (g)

If I am accurate, their numbers might also nudge folks who have not as yet thought through the implications of a slowing telecom sector for contract producers like CLS, An "over-nighter" here is appealing at this end. (g)

AMZN will try, but may experience difficulty "spinning" its numbers, especially as the debt becomes ever more overwhelming. So a teaspoonful of that one for the next short while (short or puts of course).
(g)
Best, Earlie
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