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Strategies & Market Trends : Strictly: Drilling II
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To: BSGrinder who wrote (8560)2/28/2002 6:19:00 PM
From: Sharp_End_Of_Drill  Read Replies (1) of 36161
 
BSGrinder, my flavors for puts are IBM, BRCD, XLNX, and QLGC. Brocade and IBM have been acting quite well for me lately.

I've been very tempted to get some puts on JPM, but I'm leery having been burned on that one before. They are a pseudo GSE (government sponsored entity), so shorting them can be risky business. They have also done a better job than I anticipated spinning off their crap quality debt onto widows & orphans - I wonder how much of that we will read about in the media.

Sharp
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