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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (3251)	4/17/2007 12:18:34 AM
From: Elroy	Read Replies (1) \| Respond to of 20435

OK, will sell them all at the close Tuesday. And yes, you can't initiate a short position other than on the last Friday of the month. And my views are the opposite of yours. I think we're going to get a rally, maybe even a summer rally, at least in tech stocks. Semi inventories have come in line so the next leg should be semi companies beating and raising numbers, and as go the semis tech generally follows. The strange thing is that Q2 should probably be OK to in line for semis, but I'll bet Q3 is the quarter where many raise guidance mid-Q, and since that's the summer Q we may get a summer rally. Anyway, personally I'm on a bit of margin since I think the next leg is up for the markets. We shall see.....