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Strategies & Market Trends : Waiting for the big Kahuna
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To: yard_man who wrote (14055)2/12/1998 12:55:00 PM
From: Mike McFarland  Read Replies (1) of 94695
 
Do you know when it will split...that
is one of the things which has kept
me from putting aol so far. Noticed
the msft puts I dumped are back to
where I had bot them...oh well. I
may just scrap the idea of putting
biggies like aol and msft--I've been
very fortunate not to have lost my
shirt doing it. A better idea I've
had for awhile is to put some of
the graphics chip makers. Watching
S3 collapse was no surprise at all,
and it was probably the best idea I
did not play all last year. Over the
next year there should be lots of
good shorts (puts for me) in that
area. I remember when I got laughed
of the Seagate thread for being
bearish on that one. Now maybe I've
been an idiot not to see the
invincibility of msft, but between
SEG and SIII I think I have the
confidence to put DIMD or ATI.v
or maybe even TDFX after a voodoo2
run up.
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