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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Teflon who wrote (747)3/12/1999 4:01:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
Greetings back to you, Teflon. I usually run into you on the msft thread, and am glad to see you posting on G&K. We are of slightly different positions on cpq, but that's what makes a horse race. I am holding April 30 and 35 puts, expecting them to pre-announce a miss sometime in the next few weeks. I don't think they have the moral fortitude to resist channel stuffing in 4Q98, and if they did stuff, it will have the same result it did last year. Keep a close eye on them, Teflon; even at 30 1/2 cost, you can get burned with Compaq.

Frank
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