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US TECH 100
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J Kirksey

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J Kirksey

Re: gtober post# 2005

Wednesday, 07/14/2004 11:28:06 AM

Wednesday, July 14, 2004 11:28:06 AM

Post# of 8622
SOX came close to breaking Oct low of 418.77, but held
given major indices - NDX especially did not collapse gives a good indication of a bottom.

Move in MSFT shows PC sales expected to be very good - China.

Best stock IMHO is BRCM down 10 points based on CNXT news - has nothing to do with BRCM itself!!!!!

I have loaded up on the following calls for Aug
BRCM 40 1.50
KLAC 40 1.50
MXIM 50 1.10

Also hold other issues and other strikes - but these are primary positions.
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