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To: SJS who wrote (12805)	4/3/2000 1:20:00 PM
From: The Ox	Read Replies (2) of 14427

Hi, After reviewing my situation, I have decided to cut out the short term trading for the next few weeks. I think there is an excellent opportunity for gains using a more traditional position trading style and I don't want to be left/shaken out come earnings. I'm sticking with these select semis, as I believe they offer the most limited downsides - not necessarily the greatest upside. Reworked my 'trading port' this AM. Added TXCC and AHAA to be held through earnings. Was too overweight in VTSS so I trimmed slightly. Added UPR as a way to restore my APC position. Current semis in port: AHAA, CNXT, JDSU, SMTC, TXCC and VTSS. others in port: ANIC, UPR Time to let them ride........for now. I'll report how the progress goes next week. No changes made to my long term portfolio. Good luck gang, Michael

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