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To: Alski who wrote (10479)11/4/1999 6:12:00 AM
From: Thean  Read Replies (2) | Respond to of 14427
 
Alski,

MTSN - I am still in it. This is the trading mistake that turned into holder. Same for Steve I think. The pattern you described needs a quick follow through or it will fall back into the $12's again. I already sold Nov 15 call so I'm all for it to be called away.

HLIT - confusion or not, if it gets near $45-46 that would be an automatic buy because of a double bottom formation. The worst case at that point is if it drops to $41 (strong support and near-50% retracement point from its high). But if one has cash to park, HLIT is a taker here. The worst sceneario is its going through BRCM's type of zic-zack consolidation pattern for 3-5 months and then take off again.

GNSS - another buy here for a double in 6 months if one has money to park. Sold Nov 17 1/2 put again on this one and don't mind getting assigned. The risk is there will be more and more earthquakes to come in Taiwan and GNSS may become the proxy for Taiwan earthquake short play.

RFMD - there will always be steady insider selling and TRW's selling as well. This has been factored in by the street and I would not be concerned.

GALT - finally a breakout yesterday. This little chump can be ferocious when it wants to go places!



To: Alski who wrote (10479)11/4/1999 10:54:00 AM
From: SJS  Read Replies (1) | Respond to of 14427
 
Still in MTSN. Sold DEC calls on it.

Steve