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

To: Sully- who wrote (8880)	10/20/2000 9:02:47 AM
From: im a survivor	Respond to of 65232

<<so I'm discounting the INCT's (2) negative comments in one interview..... & holding them to their 2003 contract..... >> Looks like the market kind of discounted it also based on the $11 move up, but I still wonder how rmbs will react over the short term. I assume by your post, you feel regardless, as long as intc is tied to rmbs for now, we will be fine......I thought about covering also with Nov CC's, but My cost on RMBS is about $90 ( well actually lower because I made some $$'s with cc's for two months)...and I keep hearing Vster in my head going "RMBS to $200 Easy" and then I think of that stellar report and future guidance and I dont want to cover. Historically, this is probably the worts time to write CC's.....hopefully at or near a bottom, with a hopeful strong nov/dec rally....but then again, anytime FUD creeps up, it makes the equation tougher to figure. Thanks.... Keith@Hmmm,whattodoaboutRMBS?.com