Bob, the list remains pretty much intact, though I have cut a lot of these positions during the move down. I only have a third on MU, AMAT, GTW, Compaq, CCI, and the XAL right now. I have sold my Ciena, my hotel and casino, IBM and LSI puts, the latter today. But I am looking to get back into Big Blue on a move above $130. So, the larger positions include Linear Tech, Maxim, Chase Bank, the IIX, Merrill Lynch, Franklin Resources, Xylinx, Altera, Novellus, Best Buy, Worldcom, HOT, and The Pharmacy Index (DRG), which is a new one as of today.
MB
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