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

To: advocatedevil who wrote (5312)	4/25/2003 4:26:39 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT Didn't feel comfortable holding this long position over the weekend. Macroeconomic and geopolitical climate are worrisome and SARS is an unknown negative (unless you want to believe SARS is going to be a boon for tech, as we work and shop from our quarantined homes). Hard to just dismiss these as exogenous events. RTS is right that the April to October period is not normally jolly. Semico is due out with a pivotal IPI number any day now. commsdesign.com I'll be happy to sit this one out for the time being and work on covered call strategies. Sam