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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: valueminded who wrote (80107)	4/25/2000 10:30:00 PM
From: Knighty Tin	Respond to of 132070

Chris, I answered the questions about which internet companies I liked earlier today. Basically, I like Vert, EXDS, Foun, and a couple of others. All are way too expensive to buy yet. I got here too late to talk about puts today. The one thing I would recommend is avoiding MSFT puts for a week or two as there seems to be a major attempt to ramp the stock up for no reason. When that fails, the puts should be golden. I like all of the Genzyme cos. in the merger and the cheapest of the bunch seems to be GZTR. However, be careful counting the revenues as a lot of them are hurdle payments from big drug cos and those could be curtailed at a moment's notice. I think Theragenics looks great as a straight buy or as a put sale (which is a buy/write with lower commissions and less friction).