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To: Deep IntheMoney who wrote (35693)	11/10/1998 10:18:00 AM
From: Knighty Tin	Read Replies (2) of 132070

Deepster, I have about a third of my 10% max in the 90/10 portfolio in puts on the following: IBM, MU, Citigroup, Chaste Manhattan, GTW, Novellus, Amat, MXIM. XLNX, LHSG, HD, WLA, DRG, MER, and the IIX. These are time servers and mostly the last roll downs and outs of huge winners. I am waiting for the Xmas lies season to peak before adding the second third, which may be in these or other issues depending upon valuation. MB

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