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

To: Sun Tzu who wrote (1203)	9/26/2001 12:30:21 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95561

I just opened a long position in RFMD for a quick trade. Might be a mistake. Each day that passes is a day closer to actual military conflict. The uncertainty of what will transpire is likely to erupt into a patriotic rally once the spin doctors filter news out to the press. In other words I expect that short positions might get crushed if we capture or confirm bin Laden as a casualty of war. A rally could easily start just based on military progress without any news concerning bin Laden. This is a tough market period to hold either long or short positions in because the direction could change so quickly. Your timing however has been awesome so far. Keep me informed if you don't mind. Glad it is nice in NYC. Nice day out my way too! I will have to run off some extra energy tonight. RtS