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Politics : Idea Of The Day
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To: Michael Rich who wrote (24544)3/24/1999 1:47:00 PM
From: Judy  Read Replies (1) of 50167
 
Michael,

At this juncture in time, WCOM and TLAB seem fundamentally stronger than LU for selling puts. LU could get dicey if the ASND merger is more dilutive than expected or if ASND does not meet earnings estimates. Please confirm block trades later for PFE and WLA, they're selling off the drug sector the last few days.

DELL reports strong PC growth ahead ... while a slew of analysts have expressed doubts recently. Time to look for accumulation.
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