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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (42214)1/14/2003 6:28:56 PM
From: Ibexx  Respond to of 52237
 
Re. LTBH

I have substantially revised my strategy, meaning that nothing is forever. :-)

I sold calls all through 2000-2002, and my favorite underlying have been QCOM, BROM, JNPR etc - all commanding high(er) premiums than the average.

More than half of my current tech holdings are in semiconductors of various kinds. I expect to exit many of these positions at the height of the upcoming chip cycle. (18 - 24 months from now?)

Ibexx



To: Jorj X Mckie who wrote (42214)1/14/2003 6:55:17 PM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 52237
 
Jorj, I think tech stocks will start recovering on a more solid business going forward, still watch the P/E's