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

To: Jacob Snyder who wrote (5251)	6/26/2003 7:05:14 PM
From: Sam Citron	Respond to of 13403

OT your 4/23 airline buy/sell plan -- too prudent? I was struck by how sensible your airline buy plan sounded about 2 months ago. Too bad those dips never materialized. If you had simply bought at the market then, your ALK and LUV would both be up about 20%. But the most striking recovery has been in the riskiest component of the airline industry, the bankruptcy candidates like AMR. There you could have racked up a gain of around 200% in two months. Of course, you could also have lost 100%. But I wonder if, when playing a recovery theme, it might be not be too imprudent to have a smattering of higher risk plays in the portfolio? If so, then some of us who tend to focus on the strongest balance sheets in the industry might be leaving something on the table.