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To: SecularBull who wrote (9698)2/21/2001 4:54:41 PM
From: mishedlo  Read Replies (1) | Respond to of 10876
 
Well I was premature on EMC for sure.
Premature on CIEN as well.
Unloaded most of the rest of them today (how could I resist that big gap down) but added DOW index PUTs when they bounced it back to a mere -9. Been recommending the big load up on dem babies, so I thought I would follow my own advice and redeploy some funds from my PUTs. DOW index puts - yee hah! (Am I allowed to root).

Sitting heavily in cash for first time in a long time.
Big holdings (relative sense) now are IBM ANF and Dow index puts.

I have one set underwater AMAT.
A real dog in this environment (who is building new plants and stuff). Cut backs everywhere Go figure.
Missed a chance to unload this am, just ran up too quick.

M