Lisa,
Are you sharing? I havent eaten in a few weeks... <vbg>
I am going to sit for a while, I agree with Judy's sentiment on the Idea thread, that the techs arent leaders here and might not be until the traditional 1-2 quarters, when the money is made, products rolled out etc. I can see INTC to 90's at that time, what might make it go before? I also see MU in the 30-40 range as it always does early to mid 98, thats a play. TXN splits to 50 per share, CPQ to 30-35 per share, with those low prices the premium is less puffy and more stable, more plays IMHO..
Like Jerry said, alot of these are at bargain prices AMAT KLIC etc. I am a bit concerned at the near term in buying calls since it seems that these mini runs a stock goes on follows with a return. So it wouldnt suprise me to see similar prices for the majority of our plays to be the same in mid december.
One other note if I might... I have noticed that MSFT has held very strong during this obviously strong across the tech-board cleaning. I feel this may equate that the stock is very nicely valued and will not lead in upcomming quarters.
And the good ole play IBM at over 105= putting time.. Did it again last week, touched 105 and backed down.
Might you explain to me that terminology you have been using tick etc and where you are finding it and what it is meaning to you??
~stomach grumbling~
Electric |