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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: CalculatedRisk who wrote (4840)3/12/1998 2:36:00 PM
From: Bob Trocchi  Respond to of 18691
 
Bill...

>, re:Y2K. I am short both ZITL & ACLY <<

I covered my Zitl awhile back and went long. Sold today (just before it took off again d*** it) bt at least I made a little.

Since I am going on a cruise and will be out of touch from March 17 to April 7, I decided that I did not want ot think about ZITL. I can't figure it out and it jumps around too much for me when I am not around. I stayed short ACLY as I see this one is in a much more stable decline.

Regards

Bob T.



To: CalculatedRisk who wrote (4840)3/12/1998 4:03:00 PM
From: Marconi  Respond to of 18691
 
Hello CR:
I am short ZITL ACLY and a little CTXS
CTXS only for the 3-5 point trading moves.
ZITL for its intrinsic value IMHO of less than 50 cents
Wish I had a pile of loose cash to sell March 15 calls and buy Mar15puts in ZITL. Looks like a calculated whipsaw to me.
Will move back into y2k's short after some presumable runups the next quarter or so.
Best regards,
mdr


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