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Re: alfonso post# 13186

Monday, 03/24/2003 3:45:05 PM

Monday, March 24, 2003 3:45:05 PM

Post# of 25232
Holding short/puts KLAC, EBAY, XLNX MERQ and BZH through the close. bearish on SYMC, RIMM and ENTG
I will be looking for shorting more technology and software through April as or "virtual fundamentals" finally move us to more pressure on these issues. It was more INTU results on Friday coupled with strength in our entire "Marketgems Daily" short list for Friday that led me to swing puts (intraday shorts and selling all upside). The war effects only confirmed these positions.


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