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To: Logain Ablar who wrote (1626)7/30/2000 9:12:09 PM
From: LTK007  Respond to of 2850
 
thanks for the insight,i am always looking for a better understanding of the dynamics of the marketplace.
i,actually, am a bear,and am 80% cash now,having made a nice amount of dinero going puts on a few stocks last week,however,i am nonetheless "grumpy",because i bought AVX at 29 just when the Joseph report was impacting:((by the way though,he has since specified he does NOT cover capacitors,and did not mean them to be included in his specific analysis) and now am trying to figure how i can wiggle free of AVX and not take a loss,such as can we have a short(very short) headfake oversold rally tomorrow,and have AVX bounce to 27 and i slip in and buy Aug25 puts on my own stock,and at least have a defensive posture.PaxMax