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

To: edamo who wrote (15850)	11/14/2000 10:20:33 AM
From: Jill	Read Replies (1) \| Respond to of 65232

Thanx. I believe you're right on atml and qcom and have both. I somehow can't get clarity on rmbs in spite of the obvious lock on good technology, but it is very noteworthy to me that both you and Tom would come at it positively yet from such different approaches. I have a very small position. I understand in part you were taking advantage of inflated premiums for writing the puts. Now it's true, when Greg M. buys in then it's a lock-sealed gorilla <g>