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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: lh56 who wrote (14719)	12/19/2001 9:56:18 PM
From: mishedlo	Read Replies (1) \| Respond to of 99280

45 on the nose by my reading of QLGC. A break of 45 on the downside could get nasty This is the first time in a long while that pain has been reliable. VRSN looks like 40 but a shot at 35 as well. Options all over the place makes it harder. Certainly not more than 45. Best guess about 38. I might look to short that AMAT and INTC tomorrow. AMAT should give up another point. This one might already be where its going, but if we get a big draft down, they are likely all going down. They are really socking it to the QCOM call holders and there are lost of them. Very few put holders relatively. Still have pain at 55 but it could fall to anything on bad news or delta hedging. M