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Pastimes : From A to Zeev" -- SI Sacks Zeev -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (115)	1/2/1998 9:41:00 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 708

Hi Zeev; I was on the MB thread back in july, and she was called down. Mike had predicted it for a long time. I had limited money and picked MUEI to buy puts on. The premium was cheaper and I figured she would sink as well. But all that's history and I'm not to intrested in them now. Software is getting it's butt kicked, ( to many players in the field )ORCL allready had her butt kicked and can't seem to get up. Look at SSW JDAS INFM & BMS, if I could I'd short all four of them, but I don't want to cash in my bonds to get my account up enough to do it. Bonds are often over looked or be-littled but if you get in at the right time they can be real winners. I don't consider this the right time to get in, but I don't want to get out either, I'v got some good fixed rates locked in as long as the U.S. gov. don't fail. I do have some coming due before long, I'm looking at FAX but it's not low enough yet maybe it will be by the time I'm ready. ------------------------- I think AR is not a bad long right now it may take awhile before she gets back up, but most of her downside is over. ---------------------------- Looking for some utilities to get hit before to much longer cheap oil and low interest rates have them at all time highs but deregulation is going to cause price wars and cut profit margins..and if the bond market turns around too..then they will get creamed. It seems to me utilities are the last to fall in a bear market, and the last to come back too. --------------------------------- I'm also thinking hard about sinking some wells right here locally and getting myself into the water business, every one has gone to buying bottled water to drink around here ( since DOW put the the local politians in their pocket) And help create a water athority which buys ( DOWS poluted pond water ) and sells it to all the local cities..what a mess. There is good water under the ground here. I Should have moved on this some time ago. If I do I'l liklely say good by to the stock market and focas on making my thingy work. This market thingy takes to much time to keep up with for a small fry like me. I'v learned how to call some fair shots but don't have enough dough to sink into them to really make enough to pay for the time I have to put in to do it. I still go out on the boats from time to time and that puts a big kink in my market timing, also I make more sailing than I can hope to make in the market, so I'm about ready to stop competing with the big boys and just do my own thing. By the end of Jan I'm subject to be in a fund or two, and turn this picking stocks thing lose. -------------------- I'v been looking at webs latley too, and may try some CF if she comes back down and makes a double bottom. I jumped in CEF a couple weeks ago but lost my nerve and jumped back out, and after the fact I also liked CF better than CEF, CF has more volume and appears more liquid. They both are closed end Korean funds, but any bets on Korea are still in the high risk/reward frame, and all I have is a hunch that the IMF is not going to let her go under. Jim