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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Dealer who wrote (60394)1/6/2004 4:50:10 PM
From: Fritz Hatt  Read Replies (3) | Respond to of 65232
 
Today SIRI and XMSR decoupled so to speak. XMSR is just rocking. Can't wait for the hard news tomorrow on new subscribers.

Hung on to my RMBS calls (all two of them. . . ) and got another good bump on them.

China in general took a bit of a hit.

RR, is PTR still on your radar, and what's the play?

This year is shaping up nicely. But then it's supposed to in January, and last I've heard we'll have an election later (no politics implied, just mentioned a fact..)

Regards,

Fritz