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Technology Stocks : Compaq

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To: Jimbo Cobb who wrote (46598)2/1/1999 8:53:00 PM
From: Knighty Tin  Read Replies (1) of 97611
 
Jimbo, that is what is funny. Being bearish on these and many other dogs has allowed me to make much more money than the brain dead bulls at much lower risk levels, even during a tulip mania in techs. I don't hit a homerun every time with the puts, but Mark McGwire is eating my dust. I just don't need that many ISSI's to fall from $73 to $7 or Cienas or Pressteks or Picturetels, or MUs, for that matter, which is still on my top ten list of winners for this bubble. However, I do have to admit that my best put positions in 1998 were the XAL and Citigroup, which are hardly tech stocks. Too bad you missed all THOSE opportunities.

MB
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