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

To: Return to Sender who wrote (2340)	10/18/2002 12:05:48 AM
From: advocatedevil	Read Replies (1) \| Respond to of 13403

OT - RTS, I've actually been doin' some significant tradin', just haven't been postin' the plays. It's a real commitment to post real-time and I guess I've just been too lazy lately. I won't bore ya with the details, but let's just say ya woulda been proud. <g> I've done well enough with the short term stuff to more than cover the LT hit - another reason I feel comfortable bailin' here. BTW, we also dumped our 5000 share AMAT position today and yes, we took a large $40K loss - Ouch! We booked the hit here to offset some of the cap gains we logged in the first quarter of the year. Yeah, my conviction to hold both our AMAT and my LT Portfolio faded away in this environment, but things change and I gotta go with my gut here - just hope I'm not makin' a big mistake at the worst possible time! AdvocateDevil

To: Return to Sender who wrote (2340)	10/18/2002 12:18:55 AM
From: advocatedevil	Read Replies (1) \| Respond to of 13403

OT - I just realized I didn't answer your question: "Will you be looking to play more on the short side after your sales?" I don't have any specific plans to trade more, but I think we can expect some negative news out of AMAT in the near term that might provide some pain for those holdin' short term and overnight long plays. FWIW, my bias leans to the dark side for the moment. AdvocateDevil