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Jerry Olson

02/18/04 9:26 AM

#2970 RE: Jerry Olson #2969

Good Morning all

AMAT after hours should ignite the semis, BRCM is upping their quarter on stronger sales and will hold CC this afternoon..

KLIC is wildly busy too..we are long all those stocks and will add on too...these are positon type trades thru April...


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Rich1

02/18/04 9:41 PM

#3006 RE: Jerry Olson #2969

Sina reversed up today...
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mjk

02/19/04 10:28 AM

#3009 RE: Jerry Olson #2969

OJ, what does AMGN have to do here to change your mind about liking it short?

BTK in general looks awesome.

TIA