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Robin, I have 1/3 put positions on Cpq, Dell, Gate, and MUei for the
pc shakeout. All are January or later. Muei is 15s, Gate 35s, Dell
and Compaq 45s. All are under water. My average price on GEMS is
25.875 this cycle. Longer term since I've been buying the stock, my
avg. price is 2.33. Tech winners over the last 4 weeks
include Logicon, Coherent Comm., Airtouch (I no longer own ATI), and,
of course, a score of biotech winners. Other winners include puts on
Picturetel and Shiva. 1/3 positions in puts on C-Cube, Presstek(is it
a tech stock?),
and US Robotics all cheapened up during this bubble, but are still at
fairly high profit levels from where I bought them. Good luck, MB |
