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Technology Stocks : NANO
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To: geoffrey Wren who wrote (2254)1/13/2004 1:32:28 PM
From: EACarl  Read Replies (1) of 2272
 
Hi Geoffrey and Eddie,

I couldn't resist either, and sold some more today at
$22.80. I can't believe it got to $23.22 so quick!

RE "1. Short squeeze
2. mo-mo players
3. genuine belief the new products are about to catch on with great sales."

As much as I would like to think it was #3, I tend to
think it is #2. The volume has just been too high for
too many days for me to believe otherwise. I hold only
30% of my original position. I still think it can go
higher this cycle, but I've sold at various times so it
wouldn't become too large a part of the portfolio and
put the money back to work in the sector in companies that
were pulling back at the same time I sold the NANO.

Regards, Eric.
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