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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (23750)1/29/2003 2:16:49 PM
From: Jorj X Mckie  Read Replies (2) | Respond to of 57110
 
I could see that happening....I'm tempted, but I went with QQQ puts.



To: Techplayer who wrote (23750)1/29/2003 2:23:37 PM
From: Bid Buster  Read Replies (1) | Respond to of 57110
 
i'm tempted to short RMBS but will wait...maybe tomorrow



To: Techplayer who wrote (23750)1/29/2003 2:26:50 PM
From: Libbyt  Read Replies (4) | Respond to of 57110
 
Just FYI...RMBS

Zeev just posted this about RMBS:

"A fast "case" for the bu$$ (which is going to be whispered in the markets) is DRAM business now all under the bu$$ license, DRAM at $15 B per year, the bu$$ gets 3% or 450 MM a year, after taxes $300 MM or $3/share, at 10 PE they'll bump it to $20/30 in time. $15 and $33 are old latent supply area...
Zeev"


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