Good earnings week. . . .Holding AMCC, PMCC and MOT. Also BHH [B2B Holders]. . .looking for similar earnings moves from AMD, GLW, EBAY, EXDS, VRSN, CRA MMPT, LU, BBY for earnings. . . still have our long-termers. . . plus positions in ISLD, ARTT, ADAP, AHWY, CPST, CICI, CNQR, LDIG, LQID, IRSN, NBCI, RMTR, SPLI, SCON, TFSM,. . . . and swing trades VRGE, SPLI [again], RDOC, BHH [again], CBBC, AHWY,
Sold ORCT yesterday. . .downgraded today.
Sold OMKT last week. . .downgraded today
Dumped CIEN last night. . .upgraded this AM. . .[duh!]
Sold AETH yesterday. . . will move back into wireless stocks over next few days. . .on coming IPO wireless mania.
Sold EEEE yesterday out of boredom.
Sold SCMR for no good reason I can remember. . . <smirk>
Sold MKTY & PLUG to cover an end of day margin.
Sold positions on most all optics stocks on swing. . . will buy back on a pull back.
Today I intend on sitting back some and just increasing and decreasing positions I already have. . . based on whether news [earnings] are out or yet to come.
Rande Is |
