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jenna

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jenna

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Re: John NY post# 1859

Tuesday, 05/15/2001 9:42:42 PM

Tuesday, May 15, 2001 9:42:42 PM

Post# of 25232
MRVL, PDLI,DV, BRCD and PXD were on our watch list for today including a host of swing trades held over. The oil/energy, gaming, entertainment and retail sector are our swing trades but today I picked up RFMD and AMKR on the upgrade and still holding RFMD calls and AMKR the stock. I would not be holding more than 1 single STOCK position in technology. Too much exposure although we played BEAS, QLGC, QCOM to the long side and I have some call options left.

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