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To: marginmike who wrote (126019)	9/27/2001 4:30:26 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

I'm with you on both of those, long QCOM, HAL, PTEN, KEG and OXY. For a bounce only, the turn on 10/02 will likely be a top rather than a bottom. I also got stopped out of all shorts except LEN (which I boxed on the Housing starts number), and BBBY (which I'm giving a little run to because of the pump job after earnings yesterday). I also went 10% LONG in my 401K for the first time since 03/00. What the hell, it ain't THE bottom, but not a bad spot to start dollar cost averaging back in.