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Strategies & Market Trends : The Covered Calls for Dummies Thread -- Ignore unavailable to you. Want to Upgrade?


To: waverider who wrote (624)5/17/2001 9:07:46 PM
From: Uncle Frank  Read Replies (2) | Respond to of 5205
 
>> I'm back into QCOM, SEBL and CREE this AM.

Wow, you and Jacob Snyder are mirror images. He just announced he had liquidated all of his Q as of today. You can read his farewell address on the Buying Range thread. Nice stocks you've picked up. I've owned them all, but am not currently in cree.

>> What's your take on NTAP? I've listened to the CEO's interview and read the numbers. The guy is obviously very optimistic long term. The question now is...will the economy recover this year.

I think you've got the question framed appropriately. Before the crash many said (including moi) that network storage isn't a discretionary item, and that even if IT budgets were constrained, ntap would flourish. For obvious reasons that line of thinking has fallen out of popularity. So to answer your question, I think ntap is a great pick for the long haul, as in ltb&h - a 5 year window. More pertinent to this thread's orientation, their cc premiums are attractive.

Welcome back to the fray.

uf



To: waverider who wrote (624)5/19/2001 12:37:27 PM
From: T L Comiskey  Read Replies (2) | Respond to of 5205
 
Rick...good call on CREE

T
from Briefing.com
3:34PM Cree (CREE) 34.03 +3.23 (+10.5%): -- Update -- After searching for an hour for reason behind CREE move, we come up with
a rumor that company is being eyed by General Electric (GE) as a takeover candidate. That we were forced to beat the bushes for
explanation gives some idea of how widely disseminated this rumor is in the market... Other sources calling the CREE move a technical
breakout.