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

To: advocatedevil who wrote (2347)	11/4/2002 1:12:05 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT - AD, I notice you have been very quiet lately. I sure miss your trading and commentary on the AMAT thread, which seems to have degenerated into a political rant since your departure. Are you just waiting for the bear to return or are you trading beneath the radar screen? I'm getting killed on my Cree short, which was initiated as a ST trade looking for a point and is now 2.5 points in the hole, but view it as a hedge against an otherwise long portfolio. Luckily I decided to do no tax loss selling this year, so am enjoying the action lately in LU, NT, ALTR, XLNX etc. I see this rally as a pretty typical seasonal pattern of strong tech performance between Oct and March. I call it "conference season". Sam