[In like Flint]
down to 5% cash ... bot SCMR this AM @ 75, took a page from yer book and added DSLN @ 2 3/4 and bot some CMTN @ close just in case she takes off with other DSL stocks.
Chips & Dips as usual: CY, ADI, TXN, NSM, IBIS, LSI all movers. Good luck with MU ... she's been good to you but I got cold feet with her ... check out CATS (flash memory) and let me know what u think?
Bios: mogn, sgmo, incy, cra, gern, alks, alqu ... any others Rick?
SCNT had big move (Zincfinger??) and VNTR might be DCB. How about MSTR ... u still in that Ray?
Nice bounce in portfolio today .. hope this lasts a few more days
NEPF
PS: Max, HD is now the slums ... time to move on up! |
