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To: SusieQ1065 who wrote (78839)	10/19/2002 2:53:38 PM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

friday was another perfect little INTC dip day siliconinvestor.com I woke up a logged on just at that first inching begrudging dip to under $14 again , and loaded up (only3K) with sleep still in my eyes ... sure was money made on the short on that open , was excruciatingly sideways until late in the day ...money made on the long side too, but should have seen clearer that with the B2B , there would be a stumbling start and not the follow thru after MicroMouse's report...but have to remember how tired I usually get after playing in the A/H and nearing 4pm ...yell at me next time ! QLGC has been a dream for the "not too greedy" short and long ...just an amzing trader lately for everyone patient to wait for dips (and tops). siliconinvestor.com KLAC , well shorted it twice around $32.60 siliconinvestor.com and gave up and went long too at the eod , cause it was getting frisky , it would be unbelievable to see NVLS @$30 again and KLAC at $35, but so it goes , they are climbing a wall of worry here and actually getting away with it , since it is the earnings game and they are trying to see the glass as 1/2 full again . CREE taught me not to be so negative , though it did eventually retest $12 and below, sure has bounced off that level enough , another good earnings play and always squeezes siliconinvestor.com (Everyone likes the little pretty lights!) VRTS sank in front of earnings friday pretty good , stock is mighty compressed , ALTR , TXN , FSIV , THQI and VRTS on deck for monday ...and M&M&M. (Noticed ever so slightly some movement on the little NEWP friday , reports tuesday, did get a little bounce , but that's just our NEWP

To: SusieQ1065 who wrote (78839)	10/19/2002 3:00:46 PM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

GNSS , noted the day before on that GTW news/rumor play , stayed in-play , and a classic little panty-raid was pulled again , and traders tried running it up siliconinvestor.com the 30min chart is enough to make you cry ; siliconinvestor.com

To: SusieQ1065 who wrote (78839)	10/19/2002 3:07:41 PM
From: 2MAR$	Respond to of 208838

mentioned SURE to Fred the other day when it popped , he replied that the POS's runs always are sign that the "major" run is over , which sounded alright and worth a thought ....yet SURE was not done and did another 40% again on big volume ...another classic traders delight during the giddy earnings period , raiding the heavily shorted siliconinvestor.com Speaking of Fred , EASI also got a return bounce from the sell-off too...but what was I thinking when it ran to $60 after it had always sold off from the $55's before ? siliconinvestor.com