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To: hoffy who wrote (95748)	4/18/2001 1:08:03 PM
From: Lucretius	Read Replies (1) \| Respond to of 436258

financials.... go get um

To: hoffy who wrote (95748)	4/18/2001 1:11:18 PM
From: mishedlo	Read Replies (2) \| Respond to of 436258

Hoffy - lots of ideas here. VRTS was the only stock on my screen that was red before this move and is still only up a buck. I just bought puts on SEBL BEAS and VRTS as all were reltively weak for whatever reason before this nonsense. MU looks like it will struggle to get above 50 and XLNX at this level is a bargain short. I also bought puts on MU. I was busy and missed the stupid ramp on CIEN to 70. Man what a great short at that level. Unfortunately I bought puts on XLNX right before the rate cut. I hve seriously underwater puts on lots of stuff now. M