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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (2729)	9/21/2000 10:41:34 AM
From: im a survivor	Respond to of 65232

PS also, I'd love some opinions on my current holdings.....as to whether I am looking decent for our run towards January. I hold, not necessarily in any particular order or significance aol - 2003 $40 leaps cmgi stock sunw stock qcom stock and jan $60 call rmbs stock 1/3 covered with oct 90 iarc stock - jdsu stock covered a long time ago with Jan 170's ssti stock and couple of calls sndk stock 100% covered with oct 90's lpth stock recently sold some elon, rnwk and intc...made money on elon, broke even on rnwk, lost just a tad on intc, but then didnt take advatage of buying intel back, as I was sick as a dog and not even looking at the market. anyway....what do you porch guru's see for me in january with the above holdings.....rmbs is the largest holding qcom next, then the rest are about even in portfolio weight. Thanks.....just trying to psyche myself up by telling myself I am holding good stuff and things will be much brighter in january. My goal is to use margin to a point...to a point where a major correction wont kill me, but I still get some benefit if and when we run...then come end of year, I bail on margin completely and stay off...period!! idea's Keith@thanksagain.com