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Strategies & Market Trends : The Covered Calls for Dummies Thread

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To: waverider who wrote (624)	5/17/2001 9:07:46 PM
From: Uncle Frank	Read Replies (2) of 5205

>> I'm back into QCOM, SEBL and CREE this AM. Wow, you and Jacob Snyder are mirror images. He just announced he had liquidated all of his Q as of today. You can read his farewell address on the Buying Range thread. Nice stocks you've picked up. I've owned them all, but am not currently in cree. >> What's your take on NTAP? I've listened to the CEO's interview and read the numbers. The guy is obviously very optimistic long term. The question now is...will the economy recover this year. I think you've got the question framed appropriately. Before the crash many said (including moi) that network storage isn't a discretionary item, and that even if IT budgets were constrained, ntap would flourish. For obvious reasons that line of thinking has fallen out of popularity. So to answer your question, I think ntap is a great pick for the long haul, as in ltb&h - a 5 year window. More pertinent to this thread's orientation, their cc premiums are attractive. Welcome back to the fray. uf

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