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To: Shack who wrote (66117)2/8/2001 9:41:26 PM
From: mishedlo  Respond to of 436258
 
My core positions are EMC, CLS, MER, JPM. The latter two with leaps.

I have been holding CIEN and RIMM for some time, but these suckers (especially RIMM) just refuse to die easy.

Also FNM and FRE just go up down up down up down.
Damn tired of it. Who are these clowns buying these stocks anyway.

Give me a decent drop in IBM and it just becomes a core position as well. It has a huge gap ready to fill, hopefully soon.

Currently holding a basket of financial PUTs (some mentioned above but may give up or roll out FNM and FRE),
CIEN ANF IBM RIMM IBM puts.

ANF added right at yesterdays top or close to it.
Tomorrow I add NETE and MUSE.

NETE looks particularly tasty to me right now.

M



To: Shack who wrote (66117)2/9/2001 8:33:27 AM
From: Earlie  Respond to of 436258
 
Shack:

Heh, heh, heh.
It's a "core position" at this end.
I see the whole contract manufacturing situation as a big black hole just about ready to open up and swallow a bunch of dumber-than bricks fund managers. (g)

Best, Earlie


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