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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Kelvin Taylor who wrote (11078)	12/10/2003 3:55:03 PM
From: Kelvin Taylor	Read Replies (3) \| Respond to of 11568

BUY 100 TASR @ 83.29 BUY 100 SNDK @ 59.81 BUY 500 LEXR @ 14.67 TASR finally hit a road block. good short @ 90 Ron. not its time to go back up

To: Kelvin Taylor who wrote (11078)	12/10/2003 4:24:57 PM
From: DanZ	Respond to of 11568

<so you changed your thoughts since last post?> Not exactly. I still think that the company will miss in the fourth quarter. The only difference between my thinking now and the other day is that the miss should already be discounted because too many people know about it. If so, it shouldn't be a surprise, and besides, I said that I would consider going long again in the low 10s. There isn't much difference between 10.40 to 10.50 and the low 10s. That said, I would take the loss if the stock doesn't hold the low 10s because that would indicate that either the company will do worse than what is already rumored or it isn't yet discounted. To be honest with you, I'd much rather hear comments from others instead of questions asking why I decided to put the long on again. Thanks, Dan