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Politics : High Tolerance Plasticity
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To: CommanderCricket who wrote (10295)11/6/2001 9:46:01 AM
From: Think4Yourself   of 23153
 
Thanks for the update. Conditions are pretty much how I expected.

I have been lightening up on all positions in this rally, including the EMS providers. Sold all my ACTM awhile back but bought in after earnings thinking the worst was over. Bad decision.

1/3 cash now. Highest absolute cash position in 4 years. Most remaining positions are LEAP calls, with a few chipmaker puts. Ready to add more chipmaker puts as the month goes on. They aren't out of the woods by any stretch of the imagination.
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