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OT - CIEN
<p>OT - CIEN (and NVDA) - CIEN will report on Mar. 5th
before the bell. Jon and I are on the same page (well, except his
15 lots far exceed my bet). If it backs down before earnings, I may
either buy back my calls, or perhaps buy more shares and option
them out for the bump before earnings in the premiums.</p>
<p>Susquehanna today upped NVDA to...I can't recall maybe
$301, maybe higher. Giving the stock another boost. If earnings and
guidance, upcoming soon, are good, they might just catch more
fire.</p> <p>However, NVDA has a good deal of mfg.
exposure to China, so I'm not sure how that plays
out.</p>
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