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To: Victor Lazlo who wrote (447)8/22/2004 2:04:40 PM
From: Lizzie Tudor  Respond to of 15857
 
well I am planning to pick up a small amt of google long at some point in the next month or so. I don't think its marginable, anybody know? Thats a bummer for me. But anyway as far as tech earnings, the problem is the semiconductor area. E-commerce numbers are good and getting better and this week we had surprisingly good numbers from the storage space with ntap and others. So there are some good areas but you have to be careful and when semis are not going well its a drag on everybody.



To: Victor Lazlo who wrote (447)5/23/2005 7:43:17 PM
From: Victor Lazlo  Respond to of 15857
 
so.. should I sell now?