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Politics : Idea Of The Day

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To: IQBAL LATIF who wrote (20654)9/23/1998 6:50:00 PM
From: surfinSteve  Read Replies (1) of 50167
 
Recently, you've made bullish comments about COMS. Now that their earnings are out do you still feel as strongly bullish as you did a few weeks ago? How much of your optimism is based on the possibility of a takeover, such as by Intel, which was rumored lately?

My holdings in CMGI and YHOO did tremendously well today. I know that not too long ago I was talking bullishly about that sector, while you were buying IIX puts. Of course, your timing was right, and you undoubtedly profited with those options :-) .
What's your view on my two favorites (CMGI, YHOO) if you have one, and on the sector in general?

Thanks in advance,

surfinSteve
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