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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: GREENLAW4-7 who wrote (6715)	2/14/2002 4:48:00 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 206324

I closed my short on WFT started at 39 a few days ago and closed yesterday at 40.4 for a loss when the OSX refused to go down (especially after the AGA #'s). I agree with you on the long term direction on the OSX. Only war is keeping it up. However, the short interest on SII and WFT (days short vs ave volume) is troubling if you're short. I covered and took my lumps yesterday. If when WFT gets to 45 I'll reconsider, but may just wait for the inevitable "war news" to reshort. Having plenty of gains in EMLX short so I'll play there for a while. Select semi's also look juicy considering that budgets will get axed another 25% this year (and we have plenty of co's going BK in telecom still). I like KLAC and AMAT as shorts here, but you need to average in. Still holding a small amount of PGO long. Was disappointed with the close today, but not alarmed.