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To: JRI who wrote (43108)6/25/2002 8:39:16 PM
From: Perspective  Respond to of 209892
 
Thanks for the compliments, but AA gets credit for "Glamour trash". I'm afraid you gents got a little too wiggly for me for a time, so I found it best to avoid the discussions. I'm still trying to shake this semiconductor design thing, and when I'm unable to give it enough time, I find it's best to stick to the long-term strategies: be bold, stay sold, got gold.

Been holding 100% short tech trash, 20% long HUI, and 20-70% SMH/QQQ long hedges depending upon my level of concern regarding a potential looming short-covering rally.

Unfortunately I was expecting much more out of this latest short-covering rally and tried to step aside. Actually hoping it runs up a little further. Hoping for that flat... <ng>

BC