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Strategies & Market Trends : The Amateur Traders Corner

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To: Tom Hua who wrote (15963)	11/13/2001 9:50:32 PM
From: Paul A	Read Replies (1) of 19633

hehe- hey- how did you know you hit 10k posts? I want an s/i t-shirt damnit to hell! I couldnt agree with you more about the fundamentals backing this rally.. thats why I am so reluctant to cover.. Alot of my decision I should say has to do with emotions rather then capital preservation now that I think about it so.. : ) In an ironic twist- last week I was ready to quit my day job.. now this week I am making a ton of commissions given the price jump.. go figure.. I wish I could really go into detail about what I think about the current semi conductor market, but suffice to say I think its all bullshit.. thus my focus on shorting the likes of MU, AMAT, TXN, INTC.. 2 weeks ago there was more supply out there then anyone could possibly absorb.. now suddenly rumors are spreading that supply is tight and orders are being cancelled.. Orders are not being cancelled because of supply problems.. theres another word for it but hey- who am I to say? Im just a salesperson.. : ) i agreed with you on CORV this morning and held off getting in.. Think that was a mistake as it looks like it could pull another RBAK.. good for you guys! that ones been a long struggle..

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