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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Bill Holtzman who wrote (29115)	9/3/1999 5:04:00 PM
From: Teflon	Respond to of 74651

Bill :) Teflon

To: Bill Holtzman who wrote (29115)	9/3/1999 8:11:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Bill, I had managed to pick up January calls on MSFT a few days ago and lots of October calls on QQQ (Nasdaq100-trust units). Did not want to be caught without options again going into a rally period!! Well at least the additional options helped me erase the memory of my QCOM losses. Losses? What losses? Also going fully margined in trading account on Intel and MSFT along with a bunch of INTEL January call options. Overall, equally weighted in MSFT and INTC. Now that is diversification(70% in 2 stocks). I realize that i hate diversifying just for the sake of it. Stick with the Gorillas and it works very well. IMHO, MSFT, INTEL and the QQQ-Nasdaq100 is the way to go even as stock holdings. They look strong. It appears mutual funds may want very strong positions in tech stocks going into 2000 and I don't blame them. I am trying to determine whether to lighten up on the options and just stay with the shares. Nah!!! Going to ride out options right into October(maybe). What a market!! BTW--I hope you were holding some call options.