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Technology Stocks : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?


To: Duane L. Olson who wrote (838)5/16/1999 9:54:00 PM
From: Carl R.  Read Replies (1) | Respond to of 955
 
The interest rate question is a tough one. My portfolio also includes three sxyqj (s&P) puts that I bought Thursday in a nice timely manner. I don't want to hold until friday though. I think that the market could slide a bit more Monday or Tuesday, but won't collapse so long as the bond stays under 6%. I do note that GLOBEX is already down substantially tonight. I am not adding to my long positions, and may lighten up a bit here, or sell some covered calls.

I agree that DPMI and ETEC would be good long term plays, and I might add some if it weren't for the interest rates. I don't know CTEC, but I'll look at it.

Carl