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Technology Stocks : Full Disclosure Trading

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To: kdavy who wrote (9289)	9/9/2004 6:37:46 PM
From: Nancy	Read Replies (1) of 13403

Kdavy and Jan, OT: Just thinking out loud here, we need to survey today's big move on sox vs the names we use for traders. SOX up 5%. so good traders should up at least at par with SOX. I would not include those lowpriced stocks, i.e. names under 10 bucks as their beta always bigger. NSM probably is a short covering case as its guidance truly is ugly, vs TXN's acceptable guidance. Or a case daytraders piling on because it was up on bad news, we would have to see if it is a true move. LLTC vs ADI, just from the movability stand point, it seems ADI is the vehicle.

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