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Politics : High Tolerance Plasticity
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To: jim_p who wrote (3268)4/12/2001 2:25:01 PM
From: Second_Titan  Read Replies (1) of 23153
 
Jim_P Has your attitude towards the NAZWreck changed much over the last few months? I recall you loaded heavy in techs but I dont recall what you were hoping for the upside.

Sold my JDSU today for a nice profit. I dont think the index has more than 10% upside from here. During this period I hope to clear some of my underwater bleeding tech knives I jumped on over the last several weeks. NT CSCO SUNW.

I hope to be ready to short some of the techs when the time appears correct. 90% drillers & E&P's a 5% tech and 5% cash.
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