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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (10181)	11/22/1997 12:23:00 PM
From: William H Huebl	Read Replies (1) \| Respond to of 94695

Haim, Here is my prior post list with lotsa caveats: The following I have as buys: - CSCO - CPQ - CPU - DELL - GE - HWP - INTC - IBM - IOM - LSI - MCIC - MSFT - MOT - NOVL - ORCL - SUNW - WX - WCOM They are tech or "tech related" (GE, obviously, is not considered as a tech) Bill

To: Haim R. Branisteanu who wrote (10181)	11/22/1997 12:52:00 PM
From: Jerry Olson	Read Replies (1) \| Respond to of 94695

Haim Some other brokerage house will just simply buy them out at bargain basement prices and take over their customers.... It's called the law of the jungle...survival of the fittest... Same for the Korean co, thats in trouble getting money... One of the BIG BOYS will do exactly the same thing... Gain a Co for ZIP, and gain market share to boot...the free enterprise system works good NO?<g>..

To: Haim R. Branisteanu who wrote (10181)	11/22/1997 1:13:00 PM
From: Mark Adams	Read Replies (1) \| Respond to of 94695

Good article, describing the relationship of increased OI to increased Volatility. I believe the part about the otherside not honoring the trade applies more to OTC options (options which aren't exchange traded) and perhaps FX hedges. This vega thing is important. It looks to me that discontinuties cause lags in options prices changing in relation to underlying issues, as the Options dealers shift risk onto the options purchasers, resulting in spikes in Implied Vol. Implied Vol drops back to more 'normal' levels as the dealers complete their transfer. (they've now completed their adjustments following the 554 drop of recent). For anyone looking to profit on the upside by buying calls during a nasty drop, this stacks the decks against you (or me in this case). So if you're going to hedge, do it now, and then sell after the IV jumps. Puts on TDW anyone?