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To: NOW who wrote (42531)6/19/2002 4:35:44 PM
From: AllansAlias  Respond to of 209892
 
Yes. I was able to argue (with myself) both sides of it at 3:45, but since I was in, I could not make a strong enough case to get out. SOX structure smells -- that's the big negative.

It's a 5% position. I am still over 90% in cash waiting for a phatter pitch.