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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Return to Sender who wrote (1178)	9/26/2001 12:06:01 PM
From: Sun Tzu	Read Replies (1) of 95569

As promised, the rally ended yesterday. Around 2pm I started initiating my short positions. I am now short 1500 XLNX and 5000 BRCM as well as other sundry stocks like KKD (that has been a tough one to time). At the open today I got rid of 1/3 of my long positions. Against all that I have learned, I bought some more GX at 2.65 and now have 9000 of them with cost of around 3. I am looking for an exit strategy to cover my HD short position which is acting unexpectedly strong. BTW, I am still long SCMR and AGR.a. Both have shown above market profits, but I am neither adding nor decreasing those positions. good luck to all, Sun Tzu P.S. This is one of the nicest days in NYC. I wish I could tie up the lose ends and go for a bike ride.

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