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To: im a survivor who wrote (25088)7/12/2000 8:31:15 AM
From: Dealer  Read Replies (2) | Respond to of 35685
 
PRE-Market Prices----ISLAND....Approx.

Elon...+1 1/2
PMCS...-5
RNWK...+4
WIND...Bid 36...Ask 38..................Close...36 1/8
SNDK...Bid 59... Ask 63 1/2.............Close...60
QCOM...+ 2 1/2
GMST...+3
JDSU...+2 1/2
SEBL...+3 1/4
NTAP...+1 1/2
BRCM...+6 BID 232.50....ASK 233.375.....Close...226 7/8



To: im a survivor who wrote (25088)7/12/2000 11:35:50 AM
From: Sully-  Read Replies (1) | Respond to of 35685
 
Hi KG4,

Thanks for your input. Almost the same thing could be said for RFMD, in that they could get clipped in a downturn. I like the prospects of both companies going forward. I am in RFMD right now, but I'm leaning toward NTAP for having better prospects.

I'm looking to use this investment capital for generating income via CC's, so I not only must be aware of the premium potential, but whether there is any risk of severe down side risk. I know Voltaire is big on NTAP, Jim Willie likes them as well as many other respected porchers. There has been little expressed interest here for RFMD as a LTB&H, or as a CC vehicle even though the premiums are rich.

I assume that may be due to the implied volatility & the desire to avoid sudden down turns.

BTW, I have been sharing your feelings about how this market has been so cruel & unforgiving to you. I hope that in time things work out & you are successful beyond your wildest imagination. Hang tough, do your DD, have a plan & work that plan.

here's to better times,

Tim

P.S. QCOM seems to be making a nice move today. Let's hope this isn't a false start ;-)