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To: Trey McAtee who wrote (37791)8/24/1998 1:51:00 PM
From: Bipin Prasad  Read Replies (1) | Respond to of 53903
 
trey,

1. big fall:
Don't you remember that every 2nd half of aug we have tech sell off
and huge rally right after that? Russia has only 2-3% trade impact
on US. Aisan problem is all built in by now. Japanese pc sales are
rising, Dell says it's pc sale in China is rising so much that China
pc sales will out pace all of Asian sales combined. It's seasonal as
usual. I bet on lower interest rates soon.

2. orcl options:
I like to sell naked sep 22.5p or 25p, or buy calls on the same
strikes. It's up to your taste. I like in the money at this price.

later,

InSook