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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: advocatedevil who wrote (51211)	8/28/2001 4:32:57 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

While we are on a prediction trail, I do intend to reverse my 80:20 short:long portfolio towards 100% long by next March. For the time being I plan to start this process around mid November and ramp it up consistently. How fast I'd ramp it up depends on how much the market has fallen. It is possible that we break through 1500. If that happens, I'll be a 100% long before the year end. On the other hand, if keep as we have, then I reverse my position in 3 increments every two months. I am looking for stocks very well positioned stocks to research so that when the technical picture improves, I can buy with total confidence. May be on a slow day we can discuss what kinds of stocks would be good buys and point out the best ones in each category. ST PS As of yesterday noon I increased my short KKD to 10,000.