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Technology Stocks : Full Disclosure Trading

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To: Sam Citron who wrote (9425)	11/16/2004 4:56:18 PM
From: The Ox	Read Replies (1) of 13403

OT Thanks, Sam. Also, thanks for giving us the details and your thoughts on the options plays. It's always helpful to see others in action! I looked at ERICY a while back and I missed out on their nice run. NT is a much more difficult call but I think we may see an ERICY type move out of them when they finally get their ducks in a row. The 2 small/micro cap stocks I have focused on lately have had terrific short term runs in Oct or Nov. (last 4 months or so it was mostly SYXI and also I loaded up on EMKR in early Nov after it fell below $1.60). EMKR was looking real bad but the volume started to explode and then it was off to the races after earnings! I bailed too early on the bulk of my position but not before a huge % gain in a few days. A question for everyone who still reads the thread: I've been wondering if we aren't seeing an early January effect, since we had a lot of heavy duty selling in Aug/Sep/Oct? I think a lot of tax losses were taken during the previous 3 months and they have started to put the money to work in new situations. I'm very curious what others are thinking with respect to year end and early 2005 plays? mh

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