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Strategies & Market Trends : Guidance and Visibility

AAPL 273.64

+1.6%

12:55 PM EST

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To: SusieQ1065 who wrote (78873)	10/19/2002 4:45:13 PM
From: 2MAR$	Read Replies (1) of 208838

but some things are perplexing to me...and throwing up red flags of caution....the most perplexing is that Semi action.. forward looking remember ? still too early to tell , but biggest shorts covered NVLS for instance back at $20 , I'm sure if they will start building some newer positions soon, but they have to exercise caution and pick the tops as carefully as the bottom pickers do and unwind their positions takes time and timing , especially for the semis. I been playing them long and buying dips too even with INTC's miss , cause INTC didn't stay down too long , did it ? What did that say to me ? 10K shrs of AMAT at $12 , is now looking pretty good , and those dips below and @ $12 seemed to bring in alot of covering /buying ....NVLS went absolutely positive at $20 bigtime on ISLD . Trader's dream , the semis

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