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Technology Stocks : Y2k Why the stock-market will collapse within days/week -- Ignore unavailable to you. Want to Upgrade?

To: manimoe who wrote (135)	5/22/1998 1:51:00 PM
From: Paul van Wijk	Read Replies (1) \| Respond to of 185

Manimoe, Thanks for your reply. I do still hold stocks in my portofolio. TAVA, EDS (largest holdings), DDIM, PLAT (doubting about it, I still know to little about them in relation to Y2k, but they have a PEG of 0.35 according to Yahoo-detailed research). Will add Dell when the greedy ones are gone. Their P/E is driven up too far by the momentum-players, but I will put my money were my mouth is). In Holland 2 major IT-services companies, Getronics & Ordina (they were really hot this week, after ING-BARINGS-report). 2 to 3% of my money is in out of the money puts July, 960 (I'm not so sure about this investment, see my postings to CatLady for the time-frame subject, but will not sell them because one simple speech in a weekend can change everything) Puts 1150 on the AEX, also july, A couple of in the money-puts on ING & Aegon (I picked them about a month ago) jan 99. At this moment I would pick other ones but no intention to change. 10% Gold About 25% Cash. Hope this help, Paul