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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: Haim R. Branisteanu who wrote (37422)2/13/1999 10:46:00 AM
From: Daflye  Respond to of 94695
 
Good, I'm of a similar opinion right now. Interest rate scare and Dell. If DELL is having a slight slowdown its only because its business model is no longer unique. Dells problems are just that, Dells.
Put/call jumped up a little, and I suspect alot of people were writing Feb calls on their holdings. We could get a run up just to scare the call writers and put holders out of their positions, then back down.
I actually cashed out my poots and bought a few calls. Dell is not in the SP100, so the OEX chart looks a little better than the SPX and NDX. Which are both kinda showing a bearish reversal, not an extremely strong one, but DELL alone skewed the charts, I think. heh heh heh
Cheers,
D



To: Haim R. Branisteanu who wrote (37422)2/13/1999 1:15:00 PM
From: Bonnie Bear  Read Replies (1) | Respond to of 94695
 
Haim: an observation: looking at a "total bond market index" shows it to be at the same place is was in Jan 94 and Jan 96, when the 30-year was trading at 6%..the 30 year treasuries could back up to that level and put the spread back where it has been in the past. Fed model is based on ten-year bond not thirty-year so the ten-year is the one to watch.