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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Jurgen Trautmann who wrote (9303)3/21/2001 12:35:40 PM
From: John Harton  Read Replies (1) | Respond to of 11051
 
JT & Dudes: The JH contrary indicator alert

Sold all semis into todays (er ahem) rally(ng). Excepting those residing in my QQQs.

Don't really see how MU can dramatically surprise in this environment, so if moderately good, sell the news, if not pile on more bad news.

Also, don't see how Thur Book to Bill ratio can be terribly positive either, unless INTC's buildout budget somehow skews the numbers.

Still holding the QQQs to play the optimistic upside, torn between stops vs protective puts. Stops problem being that when this decline ends it will probably be with a hammer(stopping you out) or if it gets really bad you aren't protected from the big morning gap down. Puts problem is premium cost and the temporary nature of the protection.
What to do?

BWDIK etc
_John



To: Jurgen Trautmann who wrote (9303)3/21/2001 2:41:19 PM
From: smolejv@gmx.net  Respond to of 11051
 
beep beep Jury - tell me what you meant by resume. I just hope to God, German phone-industry did not write 40 Billion resumees. Their cost structure is already terrible enough as it is.

dj


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