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To: Thean who wrote (1443)8/1/1998 10:25:00 AM
From: HH  Respond to of 14427
 
Greetings fellow earthlings,

Hey Thean, thanks for the invite to come join this thread.
I recognize most all the names from drillers.Looks like
most on this thread weren't surprised with yesterday"s action.

My current thinking is that we will at a minimum see Jan levels,
but I have been known to be wrong. -g- Sure would
make it easier if it went down in a hurry.-gg-

good luck to all.

HH



To: Thean who wrote (1443)8/1/1998 10:30:00 AM
From: Lucretius  Read Replies (1) | Respond to of 14427
 
I couldn't narrow it to just one favorite so I have 3 amongst my 20 or so that I REALLY like: PIXR, DAL, and G .......short 'em!!!!!!! (I did a couple weeks ago)

but to be honest I think everything is coming down. Throw a dart, you'll likely hit a winner. I'm just tryingto find the weak members in the herd. I'll go after the stronger players once they weakne a little more. Stocks like GTW and DELL are going to come down DRAMATICALLY, but I'm waiting till DELL breaks 100 to finish my put position. You're going to laugh at this one, but remember when I puted MSFT around 117 cause I thought the Feds wouldn't give up? Did you catch the news last week and today? They're expanding the antitrust probe. At 70x earnings and a mkt cap bigger than most countries' GDP, MSFT is going DOWN alot.

-Lucretius



To: Thean who wrote (1443)8/1/1998 11:29:00 AM
From: waverider  Respond to of 14427
 
HWP to $48 (string of poor quarters).

HD to $36...great company, but with the current market, folks might dump...however, with new home sales and construction in overdrive this might be one of the few companies that comes out of this situation alive.

GTW to $32...opening a new headquarters (distraction) and as we all know, the PC sales issue.

INTC...easy to $64

<H>



To: Thean who wrote (1443)8/1/1998 12:03:00 PM
From: Gerald F Bunch  Read Replies (1) | Respond to of 14427
 
Hello Thean

"All - I know everyone has his/her own basket of favorite shorts (or longs) but let's have one's #1 stock to short with a short story so we can bettern share the wealth."

Message 5381937

Since I'm an unsophisticated, novice investor(speculator), I will direct you to one that I ran across earlier this morning.<G>

Draw your own conclusions,<G>

Regards
GB



To: Thean who wrote (1443)8/2/1998 12:19:00 AM
From: The Perfect Hedge  Read Replies (2) | Respond to of 14427
 
My favorite put(I don't short) is IBM.I think with a downmarket this one could hit 110 easy...I have the OCT 130's that I bought on Fri...

Other puts are....MU at 35.....CIEN at 80(I put it at 87 and sold at 80)......GTW at 58......CPQ on any move up.....

The market is looking real scary.A well positioned put could turn into a humongous winner!!

B

Hope you guys got into CIEN before it tumbled...