To: Patrick Slevin who wrote (9370 ) 11/3/1997 2:04:00 AM From: Andrew Vance Read Replies (4) | Respond to of 17305
*AV* -And to think I spent much of the weekend putting the following stuff together for a once over by the group. Again, I stand behind a previous post but have put together a few scenarios for consideration. Below you will find 3 groups of stocks that I culled together, a list of CALLS that intrigue me, and a ~ $50,000 portfolio that I will be purchasing at the open tomorrow. Let's see how ell it does over the course of the next few months. BTW-I seem to be the DELL contrarian and believe it is going towards 100 and not below 70, but what do I know? CONSERVATIVE MEDIUM GAMBLE ASMLF 73.75 ALYD 17.125 TPII 0.62 DPMI 43 CRYSF 21.5 PTUS 18.875 PLAB 42.875 MTSN 11 CSGI 7.25 AMAT 33.5 CFMT 18.5 GSNX 15.625 NVLS 44.5 CYMI 23 FTEL 7 KLAC 44 AEIS 20.75 BYDS 2.75 ASYT 29.25 WFR 20 INTC 77 AMD 23 WDC 30 ATML 25.875 DELL 80.125 IDTI 11.5 ATMID 26.875 LSI 21.875 TER 37.5 MOT 61.75 TQNT 25 ADEX 27.125 RDRT 19.875 APM 23 QNTM 31.625 SEG 27.125 IPEC 22.25 OPTIONS CONSERVATIVE AGGRESSIVE GAMBLE ASMLF Apr-85 MFQDQ 9.375 Jan-75 MFQAO 9.125 Jan-80 MFQAP 6.5 PLAB Jun-45 PQFFI 9 Mar-40 PQFCG 9 AMAT Apr-35 ANQDG 5.875 Jan-33 ANQAZ 5 Jan-35 ANQAG 3.875 NVLS Jun-45 NLQFI 8.875 Mar-45 NLQCI 7 Mar-50 NLQCJ 4.875 KLAC Jun-40 KCQFH 10.625 Mar-45 KCQCI 6.5 Mar-55 KCQCK 3.375 ASYT 30-Mar QQYCF 5.5 25-Mar QQYCE 7.75 INTC Apr-90 INQDR 4.875 Dec-75 INQLO 6.625 Dec-80 INQLP 4.25 WDC Apr-40 WDCDH 2.25 30-Nov WDCKF 2.25 30-Dec WDCLF 3.375 TER Apr-40 TERDH 5 MOT Apr-70 MOTDN 4.25 AMD Apr-23 AMDDX 5 20-Jan AMDAD 5 ATML 30-May AQTEF 3 Feb-28 AQTBY 3.125 RDRT Apr-23 RDQDX 2.875 20-Jan RDQAD 2.875 APM 25-Apr APMDE 4.125 20-Apr APMDD 6.375 QNTM May-33 QNQEZ 6.25 Feb-35 QNQBG 3.625 SEG Jun-33 SEGFZ 3.25 ~$50K PORTFOLIO with OPTIONS AND LONG SHARES PLAB 5 Mar-40 $4,500 ASYT 5 30-Mar $2,750 ASMLF 5 Jan-80 $3,250 NVLS 5 Mar-45 $3,500 WDC 10 Apr-40 $2,250 DELL 100 LONG $8,013 KLAC 100 LONG $4,400 CFMT 200 LONG $3,700 CYMI 200 LONG $4,600 AEIS 200 LONG $4,150 ADEX 100 LONG $2,713 RDRT 100 LONG $1,988 FTEL 500 LONG $3,500 BYDS 1000 LONG $2,750 $52,064 Andrew