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To: Bruce Ravelson who wrote (7041)	4/28/2000 6:07:00 PM
From: edamo	Read Replies (1) \| Respond to of 8096

bruce...thanks.. i prefer highly liquid large cap techs....i've been in and out and ltb+h issues such as intc, msft, dell, emc, csco, sunw, etal....when the market reverses i think the chips will lead...i'm watching intc for a strong volume close above 133....do your own research on atml,cnxt,xlnx....brcm looks good...anything broadband related.....and don't count msft out...the judges ruling whatever it is will be worst case for msft....that's what the market has factored in.... at the present moment i'm short dell jan55, 60, emc jan75, cmgi jan100, brcm 180,230, jdsu sept 100, gblx may40, atml jan50, intc jan130 about 800k of prem with an assignment exposure of 3.2m. worst case i get my trading portfolio back at a lower cost then i sold last month. best case the market reverses, i close for a profit and start selling short term puts. i closed april puts early with some losses in cnxt and gtw...but sort of rolled out with the january positions, which allowed a short term loss to offset gains taken in the common...