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To: Jeffrey Beckman who wrote (14214)1/25/2001 10:00:00 PM
From: drsvelte  Respond to of 14427
 
Over the two weeks bought some cyclicals...DD, APD, F

Energy/power...WMB, CPN, MIR

Retail...LOW, ULTE

Financials..AXP, AFL

Pharma...DGX, DUSA

and ugly tech...VIGN, DITC, IWOV, TUTS, NMSS, TERN

Sold MFNX today after nice lift, bought TLGD at 35, and shorted CLS at 71.

Tomorrow shaping up as an downdraft open in communications chips and opticals, but I suspect a recovery either late Friday or Monday as shorts cover prior to FOMC.



To: Jeffrey Beckman who wrote (14214)1/26/2001 10:51:54 AM
From: The Ox  Read Replies (1) | Respond to of 14427
 
Well, we found out why there was so much weakness...PMCS, one of our high fliers finally bit the big one... Glad I cashed out last week!, phew!!!