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Technology Stocks : Alphabet Inc. (Google)
GOOGL 307.16+1.6%Dec 19 9:30 AM EST

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To: Lizzie Tudor who wrote (883)2/10/2005 8:43:43 PM
From: djia101362  Read Replies (1) of 15857
 
Lizzie -

I do agree with you that this market is overwhelmingly bearish on tech, which makes me quite bullish. Like you, I also have only 2 positions in this market and the same stocks :) AAPL and GOOG.

Long AAPL stock and short GOOG puts. I think the lockup on GOOG is way overblown and we shall see in a matter of days just what kind of effect it has on GOOG stock price. If the stock doesn't go down sharply like many are counting on, look for it to rise sharply. Either way, I don't think we'll see GOOG at this price a week from now.
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