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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: X Y Zebra who wrote (1965)	10/28/2001 10:29:03 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 99280

Just don't go gang ho and commit all your folio to that tactics, personally I have only 10% to 20% in those very volatile issues, and most importantly, don't hesitate to desert a loser. Early last year, three of the Q were actually held continuously for the first three months for the year (actually later last year, the Q had JDSU and SCMR in lieu of EMLX and QLGC, and the three "big rides were on BRCD, BRCM and JDSU, missed an reentry on JNPR badly and missed that ride), while the playing was concentrated on a completely different Q, CDTS, SCON, HAUP, VECO and of course, my all time favorite, the bu$$, but all where deserted (I still play these, but not at the rate and intensity as the current Q.) when they lost their volatile characteristics. Try and "sense" the wind and keep it in your back. Zeev