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To: Lizzie Tudor who wrote (10974)7/15/2003 8:38:35 AM
From: Sig  Respond to of 13815
 
Re Jnpr and Fdry
Seem about equal to me, but I have been out of snyc with fdry, buying at wrong time. So am going with Jnpr the 2005 Leaps at 10 and 15 strike.
Leaps are easy to hold, dont have to pay much attention to them.
I seem to have settled down to about 12 stocks now, am just barely able to keep up with them, but if just holding stock LT one could walk off on vacation with no worries
Tsco reported this morning and met earnings, has 9 am conf.
.Will look at WOOF this morning, see if it has potential
BG also increased estimates

Dont have enough IGT now as my calls matured. They have 70 % of the market but AGI is doing well, so would rate those two equally, although my preference has been Agi. Both are good for at least one more split, with iGT just completing its first split.
Have assumed the market can go up some more, and a getting good leverage fron ST calls
Have 3 ITM calls on Sina, which is showing up $3.35 pre-open for some reason and would indicate +$1000 for the day.
Regards
Sig.