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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Jeffrey S. Lillie who wrote (86827)6/26/2002 5:41:10 PM
From: mishedlo  Read Replies (1) of 99280
 
Since you are so much better at this than I, I wish you the best of luck on your QLGC and others (especially the QLGC) that you are holding overnight.

One thing that bothers me is the storage guys are still underperforming. I printed off the premarket prices and compared to end of day. Of the 16 stocks on my screen, all but 4 were up 5% or more from lows. These are QLGC,ELX,BRCD and AMAT. Not sure why AMAT joined the underperformers, but it did.


While I wish Zev luck it does not extend to QLGC.
I closed soem of my PUTs near 35 but added back near 36.
Storage has been weak as has been EXPE.

Have puts on both.

M
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