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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: edamo who wrote (31401)2/20/2001 2:42:39 PM
From: im a survivor  Read Replies (1) of 65232
 
Would you be a buyer of more atml in here on this weakness....got stopped out of the last of my ssti at $12 this morning....should have sold it all a few weeks ago at 18ish.....like the company very much, just trying to preserve capital....I have sndk and atml.....felt sndk, atml and ssti was too overlapping, so the ssti got the knife......now thinking of adding to atml position or maybe some more sunw 03 leaps...I just have to believe such a good company will give me a chance in the next two years to make a profit on the leaps....also wouldlike more jdsu, but sheez, it just keeps getting slapped. NTAP also on shopping list, but in this market I am scared $hitless of buying anything with a lofty pe and ntap still has a very lofty pe....was thinking of doing buy writes on extr, but again, this market is not giving me much reason to believe we are heading up anytime soon, so i am rather hesitant......

Thanks....Keith
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