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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: yard_man who wrote (193846)9/26/2002 12:08:48 PM
From: Earlie  Read Replies (2) of 436258
 
Tip:

For once, I was pretty much clear of short positions by Tuesday evening (kept CDWC, as I expect it to provide a nice "reverse split the hard way" announcement one of these days). Even closed out IBM (too "early" but it was a nice run and I was getting that antsy feeling again). Yesterday afternoon I started with an MB "first third" on IBM, KLAC, and CCMP. Dumped the CCMP into the opening for a really nice "over-nighter" (the CFO decided to exit stage left over night). Delightfully, it is trading higher again already so may be able to ride it again shortly. Also dumped the KLAC for lunch money, as it was down nicely overnight and may just pick up a bit of traction, given this morning-s follow-on enthusiasm.

I intend to load up the old knapsack as this rally continues. Nice of them to keep on providing new opportunites via the same old favourites.

Best, Earlie
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