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To: steve mamus who wrote (1151)1/16/2000 12:28:00 PM
From: steve mamus  Read Replies (1) | Respond to of 8096
 
Thestreet.com worth reading.
This weekend in addition to articles about lockup periods good piece by Cramer about "Volatility nightmare" due to trading rule changes and comment about ??rumor?? of possible SEC look into LU problems - again the latter just rumor but states that this was reason for drop in LU stock Fri (again speculation)...they did a great job last year when Ciena got killed last year...they called it a week early as did the NY Times.



To: steve mamus who wrote (1151)1/16/2000 12:49:00 PM
From: Jill  Read Replies (2) | Respond to of 8096
 
4 million in margin collateral for outstanding puts--what are you concentrated in (no need to post 64 pages, like taxman. That was impressive! But just a brief list is fine)

Thanx for your thoughts about CMGI ICGE etc. I'm not in any of them but maybe others here are.

Jill



To: steve mamus who wrote (1151)1/16/2000 2:02:00 PM
From: Poet  Read Replies (2) | Respond to of 8096
 
Hi Steve,

I think your thoughts on the vulnerability of Lycos, YHOO, etc. are absolutely right if any of them do an AOL type deal. And AOL itself looks very very weak to me in the short term. I'm seriously considering buying puts this week.

Man, it's gonna be hard for me to move to the dark side. But necessary, I think.