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Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?

To: donald sew who wrote (35247)	2/20/1998 8:36:00 AM
From: marc chatman	Read Replies (1) \| Respond to of 58727

Donald, I don't know whether you consider money flowing into and out of the market, but (according to CNBC) AMG Data is reporting a net outflow of $.5 billion the past week - the first outflow in 7 weeks. Of course, this may be an aberration, and I don't think it tells us much about levels of cash on which fund managers are still sitting. But since this is largely a liquidity driven rally, it may be worth considering. Probably I'm repeating what everyone else already knows, but the reason the same stocks and the same indexes continue to outperform in this rally is that money comes into the same funds, and those funds continue to buy their favorite handful of stocks (especially on any dips). When we get to periods where the money dries up, the indexes which have shown the most strength may not look so attractive. I think there is more juice in this rally, and I am more inclined to stay long. Thanks for the index updates.

To: donald sew who wrote (35247)	2/20/1998 9:09:00 AM
From: Darth Trader	Read Replies (1) \| Respond to of 58727

and I really dont follow stocks so would greatly appreciate comments on specific equities option plays Don, you mentioned the DDX sector being undervalued. This sector may turning around. Watch WDC if it closes above $20. HMTT had the best rally yesterday in months, SEG has always been WS favorite. I like QNTM, but lightened my load yesterday and went short SPY.

To: donald sew who wrote (35247)	2/20/1998 10:11:00 AM
From: The Perfect Hedge	Read Replies (1) \| Respond to of 58727

Donald- I'm looking at CPQ and MRK for calls.What do you think?GD