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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: LarryCPA who wrote (17952)6/20/1999 8:52:00 AM
From: Benkea  Respond to of 99985
 
Larry:

That CMGI statement was not mine, rather it was a Yahoo poster.

However, one of my accounts is very CMGI concentrated both long the stock and long the puts. I don't care what it does, just as long as it does SOMETHING BIG - UP or DOWN by 7/16/99.



To: LarryCPA who wrote (17952)6/20/1999 8:56:00 AM
From: Benkea  Read Replies (1) | Respond to of 99985
 
Larry:

I notice you have SFE listed as one of your three favorite stocks in your profile. I also am long a nice chunk of SFE, and feel the IPO of their B2B e-comm VC (in which you and I will directly participate) will be strong no matter what the market does.

I so wanted to buy puts on SFE too, but they are just too expensive and the % moves are not as large as CMGI.