Replies to post #278036 on Zeev's Turnips Patch-No Politics (ZEEV)

[cy esp]

Herr Doktor Professor- Thank you. At 20-25% cash I would infer that you do not expect a sharp rally Monday but you do expect an upward trending market at least to 1930.

I hope my lecture notes are correct, gg.

Have a great weekend.

[Applehead]

hi Zeev,

isn't there too many calls out there on individual stocks (i know you have repeated that the general equity p/c may have hit your pessimism a week or two ago) like msft, intc, and csco for instance to prevent us from making a solid up move from here till sept for tech?

for example, intc has a bunch of aug calls at 25, msft at 30, which isn't too far from here.

apologize if youve gone over such a question,
ah