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To: Return to Sender who wrote (7614)1/29/2004 9:45:00 PM
From: Sultan  Read Replies (1) | Respond to of 13403
 
I bailed my CTLM position before earnings today.. At this point I am still holding ATML (chips) and a long term, GSLI position and a canadian play ATA on TSX which are in semi/industrial sector.. There are other niche names such as CAMP, MRVC OCPI and etc.

I feel a bit more secure being away from well known names and until recently had other positions that I bailed SWIR QLTI because I was a bit nervous going into earnings.. So today they were so green, my eyes hurt looking at the screen.. :o(

Still sitting on more cash then ever with no clear ideas about deploying them..