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Technology Stocks : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (78)	4/9/2002 3:50:16 PM
From: BWAC	Read Replies (2) \| Respond to of 13403

Full Disclosure Trading: Today Sucked for me

To: The Ox who wrote (78)	4/9/2002 4:37:01 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 13403

market thoughts: The rebound off the 9/01 lows, is well and truly over. Now, we see whether the market sets new intermediate-term lows. It will be bullish, indicating a probable end to the 2000-2002 Bear Market, if the upcoming bottom happens anywhere above the 9/01 lows. The Nas is now approaching the 4/01 and 2/02 lows, in the 1600s. I am roughly targetting being 100% long in that area, and using margin below there. I'm about 20% cash at the moment. So, far the telecom and telecom-equips have taken out their 9/01 lows. Most everything else I hold is 50% or so above those lows, and some are still doubles off those panic-selling lows. And there are some sectors that are near all-time highs, like CMH, a small-cap housing stock (sold yesterday my last shares). Tech is not the whole stock universe.