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Politics : High Tolerance Plasticity

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To: CommanderCricket who wrote (16649)9/19/2002 9:12:33 AM
From: Sharp_End_Of_Drill  Read Replies (1) of 23153
 
CC, shorting SLR and SANM was a great play - and you identified it many moons ago. Your take on the situation has been very worthwhile.

What do you think of putting a hedge in place, like going long Jabil, and short one that you think won't make it?

If the market tanks you would probably be about net zero, if it continues to grind down you would likely come out ahead on the survivor. If it soars which is very unlikely again you might be net zero.

Funny things can happen in bear markets when competitors go belly up - sometimes the survivors get a pop in the worst of times.

Sharp
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