LONGS:
AAPL (sigh) up huge on speculation of what will be released tomorrow. new music, iPods... more importantly possible iPhone news. i will not touch them til January... or during the holiday run-up if something significant is indeed released.
RIMM didnʻt participate w/the rest of tech, but held itʻs ground. iʻm waiting for the run-up(about 2wks) prior to earnings sept 27.(doing this by the book). the only downfall would be news related to iPhone sales clobbering Crackberries. plan: sell JanCalls if loses >20%. straddle RIMM for huge movement day b4 earnings.
VMW the hype is gone. options are available tho. just wait for earnings.
SNCR no attention here. the bad news is iPhone is unlocked, so less biz for them, if they get in on the european iPhone activations then theyʻr back in biz.
HOPE THEY "DIE"
DELL: iʻm jus gona let the sept puts die. holding JanPuts tho, hope more bad news regarding marketshare being lost to HPQ, Lenovo, Acer, AAPL.
PALM: with the news of itʻs Foleo being cancelled reaffirms my JanPuts
LEN/CFC/DHI: i ainʻt playing these guys...no way... govʻt can step in anytime and throw things off.
just "mapping" out my positions...
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