AI
Wednesday, February 04, 2004 10:24:48 AM
We did it again CECO, WEBX, CSCO, SINA ERES, straddles. (WE also got plenty of intraday action on CECO, SINA and WEBX on the stock side these past few days (and weeks for SINA).
WEBX and CECO pretty good on the long side, CSCO an unexpected bonus, CECO watched intraday like a hawk yesterday and SOHU and the chinese group we settled folks into more puts in Chinese equities yesterday. WEBX was imbalanced to long side while the others except CSCO were pretty balanced. ERES gapped up strongly but crapped so now we still hold calls in expectation of a bounce but would take a "JCOM/UTSI" crap as well, as long as we've locked in already.
WEBX and CECO pretty good on the long side, CSCO an unexpected bonus, CECO watched intraday like a hawk yesterday and SOHU and the chinese group we settled folks into more puts in Chinese equities yesterday. WEBX was imbalanced to long side while the others except CSCO were pretty balanced. ERES gapped up strongly but crapped so now we still hold calls in expectation of a bounce but would take a "JCOM/UTSI" crap as well, as long as we've locked in already.
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