OTOT
<<what r u selling>>
Recently sold actu, adsx,bobj,brcd,orcl,ttn,txn,pixr,optv
1/5 th of my Dell may get sold too,since I believe Michael's
cannot say anything really positive without having
the analysts increase the earnings est for Feb.
Recent buys: rhat,sunw,vrts,vrsn,plcm,ntpl,yahoo,elnk,mspg
This getting too complicated to mean much
I hold or add to the qcom,jdsu,plcm,hd,aol
Take profits on sunw,vrts,vrsn,jdsu,and aol but still maintain
an equity by buying Jan,Feb calls
Today I would buy Jdsu and Insp while they are down but
has been hard to contact broker. Got some mcom.
Yahoo has got to declare split soon so will keep that and of course the Qcom and maybe a few calls.
Sig
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