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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum

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To: Manly who wrote (418)1/3/2001 9:13:49 AM
From: Jenna  Read Replies (3) of 6445
 
SANM, SDLI might look for puts.We've been expecting news from SANM for days. AMCC looks like continuing weakness. We went long nothing yesterday and picked up more puts while close a few positions. Looking for puts in more triple digit blimps. They are still out there. CIEN, BEAS, and some biotechs whose prices are obscene. Watch carefully for the 9:50 to 10:10 reversal period as prices might reverse from the open or start to accelerate the weakness.
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