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jenna

02/02/04 6:06 PM

#21029 RE: jenna #21028

ERES today's earnings play "anticipatory upswing" and still up about $0.35 after hours still has one full day for possible gains and then the straddle takes hold. Probably our "credo" for February might be 'second tier plays' but 'first tier gains'. We are finding some of the harder to dig up earnings plays now that we got the BIG SNDK, MERQ, QLGC, KLAC, AMZN, CCMP, STX, INTC NVLS GILD LEXR earnings disasters (for the longs!) out of the way.