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positiontrader

01/26/03 10:38 PM

#68600 RE: Zeev Hed #68598

Zeev,

Would you please respond to my previous post #68473.

Regards

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melsup

01/26/03 10:44 PM

#68601 RE: Zeev Hed #68598

Zeev,

With things looking quite negative going forward, why not just buy USPIX (-200% naz 100), or URPIX (200%S&P 500) or LEAPS puts on S&P 500, and sit tight?

Is there anything fundamentally wrong with such strategy, or that it just isn't much fun?

melsup

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melsup

01/26/03 10:45 PM

#68603 RE: Zeev Hed #68598

Zeev,


meant -200% on S&P 500


With things looking quite negative going forward, why not just buy USPIX (-200% naz 100), or URPIX (-200%S&P 500) or LEAPS puts on S&P 500, and sit tight?

Is there anything fundamentally wrong with such strategy, or that it just isn't much fun?

melsup

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JMKel

01/26/03 10:53 PM

#68606 RE: Zeev Hed #68598

Interesting...

Dell and Intel are getting growth by taking it away from companies like Sunw and HPQ. Intel still has another 600 M a quarter to go to get back to its peak revenues. If it gets there it will be enormously profitable.

There are a couple of big questions remaining. One is this crazy wat situation and the other is the resumption in the growth of demand.