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

To: Roger A. Babb who wrote (16313)	12/21/1998 5:37:00 PM
From: larry	Read Replies (2) \| Respond to of 18691

Roger, Most of my current long positions are naked puts I sold a while ago. For internet stocks I own, the put strike prices are about 40-60% below today's closing price, so I think that I will be okay. And all of those positions will expire in Jan. I think that the other stocks I own will be fine during market crash time, CSCO, MSFT, and DELL. I am confused about the bubble burst theory. it should burst someday but with the Jan. effect around the corner, I guess that it will be delayed for sometime. thanks, larry!