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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: A.L. Reagan who wrote (40488)3/16/2001 5:59:51 PM
From: Dr. Id  Read Replies (2) of 54805
 
Capitulators Club FWIW: In the past four weeks I sold 50% of gorilla ORCL, 67% of king NOK, 100% of Infra King ERICY, 100% of
wannabee GMST, 50% of Chimp NTAP, 100% of NT, 100% of JDSU, 67% of shiny pebble EXTR. Shorted CSCO, AMAT, DELL, SMH
(semiconductor holders), and bot a ton of puts on NOK.

Still holding in tech (in addition to the remaining balances in the stocks above) QCOM and SUNW.


Is this an example of New Millenium Reaganomics? :-)

of should I say, :-O

Dr.Id@brothercanyouspareahundredthousand.com
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