VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (32062)	2/28/2001 1:45:17 PM
From: CAtechTrader	Read Replies (4) of 65232

We may live to regret it, but we just went to 100% long when JDSU was down in the 24's. All short dot.com positions have been closed and the capital reallocated to the long side of QCOM, JDSU, AVNX, RMBS, NSM, EXTR, ALTR and GX. We may be early, but we know when to cry "UNCLE" and know when we have had enough of a run on the dot.com short-side. We are not urging others to join us, just keeping the porch informed since I get so many questions. We are not "leveraging" at this time...100% invested is not using any margin at all. So we still have the option to leverage, but do not have leverage working against us or pressuring us for immediate gratification. We can sit and take the heat if that is what is necessary. I still believe technology and not tobacco is where the growth lies in America.

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