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

To: donald sew who wrote (40309)	4/19/1998 9:40:00 AM
From: j g cordes	Read Replies (1) \| Respond to of 58727

Interesting re MSFT Don. Summarizing my conundrums: 1. last year the puts got blasted at this time 2. this year looking at p/c acitivity note that good put activity for May 90's and 85's BUT not for June or July. In calls there is good acitivity for May, June and July. 3. TA shows a failed double top with a gap to be filled under 88 4. Fundamentally the company IS the PC market and despite wanting to look at it as a single company they do OWN the operating systems and majority of applications that people must buy. 5. Last, with tech hardware companies being plauged by overcapacity and fierce competition SOFTWARE is one area that benefits from hardware price wars and their resultant good sales volumes... and MSFT isn't in a price war with anyone. The premium on the puts was taken down a lot on Friday, more than the calls. My guess is that we might get a one minute window to sell into that gap if it drops.