Judy,Judy,Judy,
I really don't think you missed the top on CUBE. I bought CUBE Mar 25p today for a quick trade. Will re-evaluate after ESSTs presentation tommorrow morning.
Tommorrows presenters include: INTC, SIII, EDFY, CSCC, RATL, CTXS, XYLN.
Todays presenters included ASND, CSCO, COMS, CUBE, MACR, USRX, SERA, PAIR.
I'm not sure if my list is updated and I do not have all the times.
I agree Herb Greenburg is hardly a tech guru, but he sure likes to trash CUBE. My concern is that Chan (ESST) will agressively go after market share, even if it hurts his stock near term. He has been an agressive seller (with all his relatives) lately. Tommorrow I expect this to become clearer.
Best of luck,
Cal
PS: You didn't say you were holding Aug puts!
Let me know if you need more info on conf. |
