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Re: jenna post# 20888

Tuesday, 01/27/2004 11:18:41 AM

Tuesday, January 27, 2004 11:18:41 AM

Post# of 25232
SINA/SOHU moving well but I'd consider locking in a good deal of profit before the report. We started out with a position over 2 weeks ago in SOHU and this is the third set of call options, SINA is a just a week old. If you let these ride through earnings without taking a profit, remember BSTE! remember NTES last quarter! We'll be very attuned to risk tolerance and capital preservation. YHOO has never really recovered from its miserable report, INTC continues down after one day of a "pause that refreshes", MERQ never even participated in yesterday's rally, SNDK is on a respirator, CCMP (you can send condolences to CCMP, I haven't seen it attempt to breathe on its own all day <g> and here folks is what happens after a one day rally "pause that refreshes' When the report just is NOT GOOD, the stock continues to die after a semi half-hearted attempt for a remission in downside.

If you trade smart, you won't just wait around for the semis, we trade them also (and a whole lot better) but 60-70% of our trades are other nice ones across sectors. We are not clones or generic traders so we don't trade like they do.


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