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To: LLCF who wrote (157268)	3/26/2002 7:20:50 PM
From: mishedlo	Read Replies (2) \| Respond to of 436258

I do not know what you mean by wacked good. Yes he has losses like all of us, but he was 90% long at Sept bottom, 90% long at the bottom last april (he was a week early on that one) and 90% long on the rally a year ago January. He was 80% cash a year ago Feb-March during the massacre. I would say his record is extremely good. However he does only go long and he is a trader promarily. If we gap up tomorrow I am sure he will sell if if it stalls and ride it if it does not. Thus one can follow him, be dogmatic about it and lose his ass while he takes profits on the move. The answere to the dilema is a gap and crap. But perhapos the end of quarter ramp job starts tomorrow as well. That is one big reason why I would not short AMAT right now cause it seems to have replaced GNSS as the new "darling". M