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To: patron_anejo_por_favor who wrote (118921)	8/30/2001 1:42:42 PM
From: yard_man	Respond to of 436258

always good to hedge when we've had some decent slippage -- I'd like to wait until we are closer to the lows earlier in the year I'm going to get back in target on a bounce -- I think the big name retailers are on the verge

To: patron_anejo_por_favor who wrote (118921)	8/30/2001 1:43:46 PM
From: patron_anejo_por_favor	Respond to of 436258

Put buying edging up some, overall P/C at 0.88, equity PC at 0.69. Still not extreme. cboe.com

To: patron_anejo_por_favor who wrote (118921)	8/30/2001 1:54:54 PM
From: S. maltophilia	Read Replies (1) \| Respond to of 436258

<<(so-called) defensive>> Or maybe the next shoe to drop. Ever look at the valuations of some of these bloated pigs?

To: patron_anejo_por_favor who wrote (118921)	8/30/2001 1:56:26 PM
From: Oblomov	Read Replies (1) \| Respond to of 436258

yep... bought some of this in the AM... finance.yahoo.com

To: patron_anejo_por_favor who wrote (118921)	8/30/2001 1:58:41 PM
From: Gut Trader	Read Replies (1) \| Respond to of 436258

1-800-MATRESS the only defensive place/eom

To: patron_anejo_por_favor who wrote (118921)	8/30/2001 2:28:42 PM
From: ild	Read Replies (2) \| Respond to of 436258

I bought a little of SOR. it was touted in last Barrons.

To: patron_anejo_por_favor who wrote (118921)	8/30/2001 3:26:35 PM
From: sammaster	Read Replies (1) \| Respond to of 436258

would biotechs be considered as a health related "defensive" issues or are they not beaten down enuf yet..? i was thinking biotechs with product like imnx? not the celeras of the world :) obviously even the biotechs with products are overvalued but maybe they will get lumped in with the "defensive" issues in a bounce.. they did recover quite well after last years crash and earlier this year before goind down again recently unlike telecoms and dotcoms which just jumped of a ledge :)