Strictly: Drilling and oil-field services Message Board

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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: isopatch who wrote (91719)	6/24/2001 1:39:22 PM
From: patron_anejo_por_favor	Read Replies (1) of 95453

<<Whaddaya been doin' with Mr Market lately?>> Still long gold, not changing anything there. Covered shorts on the oil service companies on Thursday and Friday (ATW was my last short position). Actually added a very small (long) position in KEG and PDE for a trade on Friday. Have small put positions in the OEX and Dow, and a larger put position in LOW and PHM. Short some retailers (BBY) and credit card trash (COF). Also some garbage I-nut trash (WEBX). Covered some shorts in big cap tech (TER and MU, although I think the semi-equipment cos have lots of downside left in general). Actually flipped some JDSU and GLW long on Thursday-Friday. Overall, keeping lots and lots of cash. It's a dangerous market environment for pretty much everyone right now. Regards Patron

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