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To: Lucretius who wrote (79731)3/13/2001 3:17:22 PM
From: Earlie  Read Replies (2) | Respond to of 436258
 
Luc:

Starting to scale back in. JNPR, SEBL, AMZN, QCOM, RIMM, and a bit more LDCL. Also delighted with the BA puts (didn't know about the earnings downgrade, which happened a few minutes after I posted).

I commend to all threadsters some consideration of the price action of the "forced-down-their-throats" recent IPO, LDCL. The underwriter is trying to prop it up, but it has lead shoes on. Give them a week of losing money at this activity and it will slide off into the land of money heaven. (g)

Sort of glad I went to the sidelines yesterday.

Best, Earlie