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Technology Stocks : Quarterdeck: Making a Striking Comeback!

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To: dwight vickers who wrote (1190)7/17/1997 10:07:00 AM
From: Leman   of 3307
 
To: Dan Spangenberg (15666 )
From: Jenna
Jul 17 1997 6:34AM EST
Reply #15667 of 15682

watch 7/17-25:ORBKF,TLDCF,BHI,ALTR,EFII,G,SII,HP,SUNW
sold: EK puts,WDC,COMS,CDG,APM,INVX,HTCH,TRID,EFII,IOM,ASND(july calls)
holdingAugust:APM,NBR,FTU,SLB,QNTM,HWP,WLA,RON,BTGC,CPQ,PCAR,MCIC,MCAF
holding Sept/Oct calls: FORE,ESST,IDXX,QDEK,PERI

VECO: no options but still bought stock on Tuesday for earnings play 7/25.
Puts: not yet...possibly AOL,NSCP,DELL,GCI

All August technology calls to be sold by end of July.
PCAR possibly sell before earnings come out 7/22 (buy on rumor/sell on news)
I will hold the WLA,FTU,NBR,BTGC, longer.. possibly to expiration
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