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Politics : High Tolerance Plasticity

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To: kodiak_bull who wrote (14835)7/3/2002 11:40:32 AM
From: Warpfactor  Read Replies (1) of 23153
 
KB "Is it safe to start picking up positions here"

I am probably 20% loaded with tech right now - and was hoping to go as high as 50%.

Currently sitting on RFMD, CYMI, KLAC, QLGC in size. Dumped JNPR yesterday, but may re-enter. All 4 of the above are up as we speak.

VIX over 35, TRIN making a run at a triple duece. Should the markets selloff into close, I would postulate that an aggressive investor may pick up some shares. Should the terrorism fail to materialize tomorrow, a short covering relief rally should ensue.
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