Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who started this subject	5/15/2002 7:45:02 PM
From: Psycho-Social	Read Replies (1) of 99280

Great Expectations There's been a surge in my measure of optimism re near term corporate performance, although the separate indicators of Info Tech Business Expectations show much more room for improvement. Therefore, I sold an Equity Income fund, decreasing my equity exposure from 100% to just under 80%. Made a small profit but am still slightly in the red from the overall positions taken in late April. We may get a further Nasdaq boost just before, and hopefully just after the Dell report. If HP didn't do too bad, I'll bet Dell did quite well. Still have 40-45% of my $ in the Info Tech area.

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