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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (1178)	9/24/2001 5:06:27 PM
From: Gottfried	Respond to of 95546

RtS, semi charts updated suite101.com

To: Return to Sender who wrote (1178)	9/24/2001 5:29:49 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 95546

On Friday I expected a very big rally today that would possibly last till the close of tomorrow. So I went long on a whole bunch of high beta stocks that I would not regret if I was wrong. That said, I started shorting stocks as of 2:30. You can put me in the camp of "by 2nd week of October we'll be 10% lower than the high of this week". I also think that we'll be lower than the low of last week, but not for every stock. My bottom target for SMH has been 24~27. ST

To: Return to Sender who wrote (1178)	9/26/2001 12:06:01 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 95546

As promised, the rally ended yesterday. Around 2pm I started initiating my short positions. I am now short 1500 XLNX and 5000 BRCM as well as other sundry stocks like KKD (that has been a tough one to time). At the open today I got rid of 1/3 of my long positions. Against all that I have learned, I bought some more GX at 2.65 and now have 9000 of them with cost of around 3. I am looking for an exit strategy to cover my HD short position which is acting unexpectedly strong. BTW, I am still long SCMR and AGR.a. Both have shown above market profits, but I am neither adding nor decreasing those positions. good luck to all, Sun Tzu P.S. This is one of the nicest days in NYC. I wish I could tie up the lose ends and go for a bike ride.