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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (162936)	4/30/2002 8:20:54 AM
From: orkrious	Read Replies (1) \| Respond to of 436258

Bought a little ESST too They are against you today<G> 07:12 ET ESST ESS Tech could suffer if DVD market slows down-- WSJ (15.75) The Wall Street Journal says that while chip designer ESST is regaining favor with investors by focusing on DVD players, there are early signs that the fast growing market for DVDs is slowing down, which could cut short the co's resurgence. A slowdown in the DVD market could trigger a price war in chips and decimate profits much as the drop in PC sales did, and bears already see signs that the torrid pace of DVD sales is about to cool; also, bears note that ESST relies on a small number of co's for the majority of its sales.

To: LLCF who wrote (162936)	4/30/2002 8:57:14 AM
From: Earlie	Read Replies (3) \| Respond to of 436258

Dak: As Luc would say, "We are doomed". (g) I am also fairly light. Still maintaining IBM puts (which just keep adding value daily), as well as some FNM long term put leaps (not going anywhere, but give me comfort in case the waterfall event comes in the night). I am also having a bit of fun "auto-shorting" small positions on anything that creates a 20 to 30% vertical spike (BCE of a few days ago, NVDA of yesterday, etc) as most of these are short panic covering situations). Nothing as comfortable as a nice sack of dry powder as one waits for a technical bounce. Of course, the "yeller dogs" just sleep at my feet every evening now. Keep in mind that my timing is almost always rotten. (g) Best, Earlie