HOUSE_OVERSIGHT_031818.txt

This document is a conversation between Paul Barrett and Jeffrey E. regarding their investment in Avago Technologies Inc. They own 8000 shares based on the belief that their increasing exposure to data center capital expenditure would be positive for the stock. Paul recommends keeping the stock and buying Aug $200 puts on the 8000 shares at a cost of $6.50 or $52,000. He also suggests selling October $185 puts and buying Oct $220 calls. Jeffrey E. disagrees with Paul's decision to own protection for the next 35 days and is frustrated by his recommendation.