To All, "Ah, I love the smell of napalm in the morning-chapter 93."
1. Xilinx must have heard about my puts and nosedived so I couldn't get a second third. <G>
2. Compaq is trash compacting. When will the sad announcement about the channel take place? Or will they try to ignore it for a quarter or two like last year?
3. Homeless Depot lookin' puny. Couldn't happen to a nicer co.
4. Sanmina and Solectron, in the bloated electronics outsourcing area, are falling, but Jabil has left them in the dust. I love a downhill horse race on my put stocks. <G>
5. IBM, you BM, we all BM. The rest of us just don't do it all over our suckers, er, shareholders. <G>
6. Freddie Mac is really Johnnie Mac Brown. <G>
7. Mu, Mu buckaroo.
8. Ascend. O.K., I am losing my putski money on this bowwow, but it looks kinda peak-ed for a taken over co. Can you spell C-I-E-N-A, chillun?
9. First Onion is under $50.
10. Intel is playing Humpty Dumpty, but I am still a little underwater on these puts.
11. NOW I have my fourple on CDWC April 75s. Sorry about that premature jocularity a couple of days ago. I have not rolled them down yet.
12. Fannie Mae is lower than where I bought the puts, but not exactly dead meat. Yet!
Sorry to gloat, but I love it when a plan comes together. <G>
MB |