INTEL TRADER Message Board

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Technology Stocks : INTEL TRADER

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To: Jurgen Trautmann who wrote (9303)	3/21/2001 12:35:40 PM
From: John Harton	Read Replies (1) of 11051

JT & Dudes: The JH contrary indicator alert Sold all semis into todays (er ahem) rally(ng). Excepting those residing in my QQQs. Don't really see how MU can dramatically surprise in this environment, so if moderately good, sell the news, if not pile on more bad news. Also, don't see how Thur Book to Bill ratio can be terribly positive either, unless INTC's buildout budget somehow skews the numbers. Still holding the QQQs to play the optimistic upside, torn between stops vs protective puts. Stops problem being that when this decline ends it will probably be with a hammer(stopping you out) or if it gets really bad you aren't protected from the big morning gap down. Puts problem is premium cost and the temporary nature of the protection. What to do? BWDIK etc _John

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