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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: shades who wrote (62058)	4/17/2005 1:00:52 AM
From: Taikun	Read Replies (2) \| Respond to of 74559

How about writing naked GOOG calls: finance.yahoo.com I do not think we get to $330 before Jan 07

To: shades who wrote (62058)	4/18/2005 2:30:50 AM
From: energyplay	Read Replies (1) \| Respond to of 74559

GOOG Google would qualify - except - 1) They are fashionable - like Iomega, Netscape, Qualcomm, Rambus, Krispy Kreme, Taser, Apple was (and maybe again) I SHOULD HAVE LISTED "NOT FASHIONABLE" as a criteria. 2) They have smart management which is cranking up new revenue streams. Lots of Google beta projects. 3) They are now selling keywords for blog ads (which is very fashionalble) and also seems to be rolling in the money at an expotential rate - part of the agreements for running ads is non-disclosure of revenue) Some of the industrial niche & speciality companies buying keywords find it more effective and cheaper than yellow pages, and so are cutting back on yellow pages ads. Google is making a big profit on the middle. I'll see if I can find a link for the above. **** Assuming the market is rigged to a degree, I have cut down my puts on AIG and MSFT, since thay are both part of the DOW JONES, and AIG is getting some "too big to fail" government intervention talk. I increased puts on CarMax KMX and Qualcomm QCOM, since it is unlikely anyone wants to hold up their stock prices. *** I have puts on YHOO - Google chewing all around YHOO, and YHOO is no longer fashionable.