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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: mishedlo who wrote (71430)2/24/2001 4:06:31 PM
From: patron_anejo_por_favor  Read Replies (2) of 436258
 
<<Why do these idiots keep supporting AMAT around 44. Are they nuts?>>

In a word, yes. I covered yesterday, will reenter at the apogee of the rate cut madness.

<<Sitting very very heavy in cash right now for the first time in months>>

Me too. It's the right place to be untill after the cut. Still holding some token shorts, including BBH since I don't think biotech will continue the levitating act much longer, cut or no.
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