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To: Venkie who wrote (89256)1/14/1999 3:35:00 PM
From: SecularBull  Read Replies (2) | Respond to of 176387
 
Donnie, I sold and/or shorted all of my Jan 2000 and Jan 2001 DELL calls to raise cash to finance the purchase of equity shares in COMS, LEVL, and ASND (as an arbitrage play to get into LU) today. These are all added to my long portfolio, and as part of my strategy to start limiting my DELL exposure. DELL equity still accounts for 50% of my portfolio holdings, and I'd like to see that go to 20% over the next two years or less.

Regards,

LoD


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