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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum
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To: Jenna who wrote (1858)1/16/2001 3:44:18 PM
From: Jenna  Read Replies (3) of 6445
 
Holding JNPR still small position of puts, out some but like to have some more for a hedge, holding some, holding enough AMCC puts, holding BRCM just 5 puts waiting a bit.. Market is up too much looking one step beyond and anticipating too much euphoria ---> might lead to unrealistic expectations tonight. However holding some beaten down techs, and some pharmies. I don't want to get caught in a correction after the techs have worse reports than imagined like EXAR and ADTN today.
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