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To: Perspective who wrote (93638)3/19/2004 4:47:52 PM
From: Jack of All Trades  Respond to of 209892
 
BC, one thing to note is that technology is alway changing, I sell technology equipment, biz has been pretty good for the last 6mths... My equip is 100-500K...

Jeff



To: Perspective who wrote (93638)3/19/2004 6:10:33 PM
From: ild  Respond to of 209892
 
But three billion people in China, India, Russia, Vietnam, Brazil are buying their first computers and cell phones. Don't misunderstand me. I'm short techs (covered a lot today), but tech will grow. US financial companies are bubbles.
Timing is unknown, but I won't sleep well if I don't have nice set of puts on XLF. Nobody will ring the bell at the top. SOX lost 100 points but very few people were short. I prefer to be a little early (which can be a lot early).


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