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Politics : High Tolerance Plasticity

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To: jim_p who wrote (15146)	7/16/2002 6:29:50 PM
From: Warpfactor	Read Replies (1) of 23153

Hi Jim I was out all afternoon, came back to find I no longer have my ATH. Gambled (that is the best fit term) on holding a nice RFMD position into earnings - looks like it will payoff. Reading the pundits, looks like Zeev is expecting something of a liftoff tomorrow - he expected the NAZ to trade a little lower than the 1364 today. I'm fishing around here in AH trying to pump up my tech exposure to 75%. Maybe reinstate my full wad of QLGC here. Singles have been great for me throughout the month of June. But the opposing pitchers have caught onto my game, so I'm with you gonna swing for the fences this time up. The PHTN story (this is a pet stock with me - probably my all-time greatest trader yeah I know no one else really cares): missed earnings and lowered Q4 guidance. Nothing serious IMO, do not think the stock will go lower, but I will need to decide if the capital can best be used elsewhere assuming that I think a near term NAZ trip to 1500 is in the cards. Warp

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