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To: Sarmad Y. Hermiz who wrote (6298)	7/9/2003 12:10:00 PM
From: Sarmad Y. Hermiz	Respond to of 13403

wdc bot 2000 @ 12.60. Now holding more shares than ever. Expecting wdc to report 25c for the June Q. To be exceeded by the Sept Q, and that to be exceeded by the Dec Q.

To: Sarmad Y. Hermiz who wrote (6298)	7/9/2003 2:37:04 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 13403

xlnx sold 1000 @ 28.88. Took the quick 700 bucks. I am a little concerned that if the employment report tomorrow is interpreted badly, the high beta stocks (which make up 100% of my portfolio) will drop. So raising a little cash. I am also encouraged that we did not get a major sell-off when the 1-year resistance point of NASDAQ 1750 was reached. But I won't feel that it is definitely overcome until we see some good profit reports, and shorts begin to cover. Still, my funds are 99.5% committed to tech stocks. Sarmad