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To: RR who wrote (27958)8/5/2000 12:19:56 PM
From: Dealer  Read Replies (2) | Respond to of 35685
 
Thanks RR! Always look forward to your positons.

luv,
dealie



To: RR who wrote (27958)8/6/2000 3:19:01 AM
From: dwayanu  Read Replies (1) | Respond to of 35685
 
Hi RR:

Scratching my head a bit on NTAP. Went down further than I expected. Maybe its partly due to the dip some stocks take just before earnings run.... I'll think positive.

In last week or so, (1) EMC announced they are reshuffling their sales org to take NAS leadership away from NTAP (6-9 months ago, the same people were saying NTAP was beneath their notice), and (2) CPQ announced they are going to be NAS leader in a year.

Suggest buying more NTAP. :-) :-)

Earnings are after close Monday 8/14. Assuming a sizable tech dip this week into and after CSCO earnings (same script as August 1999), then there should be a nice NTAP gain from there into and past earnings. Lots of (very) short term, medium term, and long term option plays on a quality but volatile stock. IMHO.

- Dway



To: RR who wrote (27958)8/12/2000 12:23:15 AM
From: RR  Respond to of 35685
 
My positions in order of holdings follow, if anyone interested:

1. JDSU - Sept, Dec, March, and leap calls. Added March, and will be accumulating on pullbacks, little here and there. Not in a hurry in here.

2. Cash - Decided to close BRCD and NTAP call positions before earnings next week, so sitting on cash.

3. QCOM - Leaps.

4. EXTR - Added March calls. Will accumulate. Again, not in a hurry. Little here, little there.

Radar screen:

5. BRCD - May add back after earnings

6. NTAP - May add back after earnings

Hope all my Friends have a super weekend. Take care.

RR