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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (28061)3/8/2005 8:42:23 AM
From: russwinter  Respond to of 110194
 
Yes, I actually wrote naked SMH March 35 calls, at .90 earlier, and .75 recently. If it's still probing 35 next week, I'll write the Aprils. It's amazing that even with the TXN shortfall yesterday, they still look like they are trying to keep QQQQ and SMH unchanged.



To: orkrious who wrote (28061)3/8/2005 5:54:59 PM
From: regli  Read Replies (2) | Respond to of 110194
 
ork, I think shorting semiconductor stocks has a lot of potential. It isn't just due to the slowing of the worldwide economies but the fact that they have been bid up at a time when there is likely going to come a lot of Chinese capacity on-line. There could really be a nasty/tasty compounding effect here.

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