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


To: Uncle Frank who wrote (2434)9/19/2001 12:41:08 PM
From: JohnM  Read Replies (1) | Respond to of 5205
 
Are you still holding your core positions?

Yes, completely. I'm watching for buying opportunities, particularly in QCOM and BRCD.

I'm worried about Gemstar since I don't understand the extent of the drop. The first day drop made sense in terms of the advertising revenue issues. But the second day drop bothered me. At least it's holding so far today. If we get comfortable with it again, it's certainly something we would add to.

I expect to see buying opportunities in storage (no surprise there), in wireless (ditto), and in metro based fiber optics (need to distribute computing resources and communicate between facilities)

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John