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Politics : Idea Of The Day

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To: bobby beara who wrote (9478)	9/12/1997 1:41:00 PM
From: IQBAL LATIF	of 50167

Don't think I am a bull- but humbly and most foolishly I submit- I am going to go long on AMAT- ADBE today if my Dec S&P contracr takes out 924.5 7 Bonds close above 113 (I see my ...... telling me) - please don't initiate these positions until you see the levels I have indicated being achieved- I think it is a highly speculative trade- but I am thinking of these two trades as good opportunity- Russel is up my idea of small stocks is so far holding good- I am not changing my view- but opportunities cannot be sacrificed on altar of my 'academic ego'. This is a trade from heart not from brains- but hearts sometime win. - I have run my - this is only for aggressive a/c's-valuations of CSCO and Asnd- I think I am going to add positions - I buy calls only- I am taking a post Oct view- My exposure and risk reward demands these trades-I have no idea about earnings prospect but my calculations point me to be long CSCO I think even in products they are the best and undisputed-

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