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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (17841)	9/23/2001 1:43:58 PM
From: Paul A	Read Replies (1) \| Respond to of 208838

CCMP- ack! although Zeev put forth some incredible arguements pro-CCMP and set me straight : ) so I shifted my short focus over to MU which nobody could argue was priced way to high! I made a personal decision after the disaster to step back from shorting.. Not that I feel its wrong since its a very important function of the markets but rather because I just didnt want to profit from the collapse of our economy considering this was a shot below the belt.. I gotta admitt- From where I sit at my day job, things are starting to really pick up.. Obviously the last 2 weeks have been a bit different, but for the most part- business is ALOT better then what it was 2-3 months ago and my commission check is proof of that.. Should be interesting to see if this continues and if we in fact have bottomed in the chip business.. Ill be doing my part once that x-box is available.. add me to the backorder list!