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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: jim black who wrote (3376)5/2/2001 3:42:46 PM
From: smolejv@gmx.net  Read Replies (1) of 74559
 
showing part of my hand:

leap puts on
cpq 25.6
csco 50
mu 58.6
yhoo 61.00
orcl 30.4

The numbers of course are the PE multiples. Which also means I do track the earnings - much closer than the prices.

What am I trying to say... CSCO is up 10% on the day, means sort of a jump of 50 to 55 in PE. And my position on it is still in the green range. Will I keep it? Greed and fear, fear and greed....

dj
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