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To: marginmike who wrote (93136)3/11/2004 8:00:38 PM
From: skinowski  Read Replies (1) | Respond to of 209892
 
To many looking for it IMHO

MM, please don't forget that we are the SMART money, even if we say so ourselves... --BG. I do think a bounce is near, however, but it might be not a great one. I am going away for a few days, and chancing it with a short QQQ / long SMH combo. During a bounce SMH will outperform, and in case of a further decline I think it might remain stronger than the Q's. I'm posting more of what I see in a second.