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Strategies & Market Trends : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?

To: Trumptown who wrote (2833)	12/14/2001 4:26:10 PM
From: Mark Konrad	Read Replies (1) \| Respond to of 13660

I'll hold off until a bottom is a little easier to see. Sold ITWO for a whopping 3% gain, bought some VTSS before close, still holding a little SITE for grits and shins, let go of some LPTH and then bought it back a little cheaper, added a bit more WFII, still holding DITC and lots of SEBL (primarily for fundamental reasons though the chart doesn't look too bad). ADIC continued well today, JNIC is looking for a bottom after what must have been a lackluster conference. Still like it's fundamentals and sector for the long term. Watching everything else for the eventual bottom. All imo...Have a great weekend, SR!--MK--