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Strategies & Market Trends : Paint The Barstool

JPM 311.12

+0.5%

Oct 31 9:30 AM EST

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To: Jorj X Mckie who wrote (8)	3/9/2002 5:05:54 PM
From: 2MAR$	Read Replies (1) of 13

$70 for KLAC was definitely in the cards , but $100 ? Oh this is going to be a fun year .<G> Short-scalped it each time it ran past $70 on friday and did very well ...yet buyers still came back in . So they think this replacement cycle is going to start to kick in sometime next year ... ;-) PS: that PM I sent accidentally to you on shorting INVN when it was @ $17 or $18 ...well I fortunately never could find the shares . Sometimes you just get lucky .<G>

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