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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: Techplayer who wrote (37842)4/25/2003 10:58:02 AM
From: stevenallen  Read Replies (2) | Respond to of 57110
 
TP, I fully agree on AMZN valuation - it didn't quite get to 29 like I was hoping for, so I'll just hit some more here. Nice dump on the semis, looking to cover half my BRCM, AMAT, and TER. Covered HLIT @ 3.6 for nice payday. Helps make up for PGTV which is squeezing me bigtime - still have faith though, they're messing with Murdoch which is usually a losing proposition - we'll see.