Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (20543)	11/29/2000 2:04:03 PM
From: edamo	Read Replies (1) \| Respond to of 65232

lof...how did i fare? up on a yearly basis.....down from the first quarter highs...took a large amount out of the market since march...still doing so......no margin, cash reserves, long positions in atml, rmbs, qcom, one up two down, backed into them by accepting assignments... as cautious as i was first quarter, i'm more of the positive mindset now.....lot of chip bargains out there...without them, no more technology.....next sixty days will show improvement albeit in fits and starts... best to stay with high growth, low pe, techs that have no fundamental or company specific clouds hanging over... i've seen worse....and normally you'll see it before things improve......sounds obvious and basic, but oft times missed... good luck ed a.