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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (1858)	1/16/2001 3:24:28 PM
From: Jenna	Read Replies (2) \| Respond to of 6445

GLGC has triggered, AMRI nice here as well and HAND looking good so far as early short (might dump part). We are reassessing ELNT as perhaps a cover of the short play as ELNT seems to be punished enough here.

To: Jenna who wrote (1858)	1/16/2001 3:44:18 PM
From: Jenna	Read Replies (3) \| Respond to of 6445

Holding JNPR still small position of puts, out some but like to have some more for a hedge, holding some, holding enough AMCC puts, holding BRCM just 5 puts waiting a bit.. Market is up too much looking one step beyond and anticipating too much euphoria ---> might lead to unrealistic expectations tonight. However holding some beaten down techs, and some pharmies. I don't want to get caught in a correction after the techs have worse reports than imagined like EXAR and ADTN today.