Mike
I must have missed your postings where you added your second third. Would you mind posting what you have puts on in addition to: mxim, intc, mu, gtw, sch, nvls, amat, xlnx, dell, ibm. thanks
Also, I believe that mortgage refinancings are nearly done and are due for a decline. If that is the case, are their any stocks you would put. Title insurers are an interesting one that comes to mind, but anyone whose business depends on increases in mortgage packaging /selling would be fair game. Any thoughts.
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