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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: edamo who wrote (35024)3/30/2001 11:43:48 AM
From: DiB  Read Replies (2) of 65232
 
>i have real concern over the revised q4 2000 figures...
my sentiment exactly... Full 0.1 percent is a big deal in my opinion. I hope Q1 2001 is above 0.5, if not, then Q2 will most probably be zero or negative in my opinion.

Couple weeks ago I cashed out of almost all of my large long positions, excluding EMC and QCOM... with a loss obviously <ng>... this proved to be a good decision so far...
Still holding very little SEBL, ITWO, JNPR, and CHKP... will probable average down a bit second half of April...

I can't talk myself into shorting... May be for balance I should buy some of the short mutual funds, like BEAR.X...
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