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To: Sam who wrote (27118)12/9/2004 11:47:49 AM
From: broozer  Respond to of 60323
 
Sam - Not a new objective, but I did sell some Jan $25 calls against my long position. We'll see how it plays out.

Pam - Agree with all of your thoughts. I don't have a copy of the McKinsey study. I noted the conclusion of the study from a Barron's interview with Jeremy Grantham of GMO. Jeremy was discussing the havoc that irrational pricing and pricing wars reak on all participants other than consumers. It made me think of the flash industry.

Take care,
Broozer


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