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jenna

02/17/04 12:00 PM

#21284 RE: jenna #21283

AMT nice earnings play. Techs even with today's gap up open were shortable. We are already in shorts in them (AMAT, SOHU and NTES particularly gruesome, and we have a few others!) AKAM, INSP, JNPR, and BVSN are up for options expiration so its going to be time this week to close the calls forever. JNPR's last 25% have already been trounced in thd last 4 sessions, but the others are okay to hold through expiration.