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phill

03/08/04 12:01 PM

#214605 RE: Justa Werkenstiff #214593

Justa, thanks for SUNW reminder. I've been out since Jan; back in at 4.64. S&P "junk" downgrade seemed too strong to me for a corp with $2 billion cash on its books.

regards,

phill

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Justa Werkenstiff

03/10/04 9:51 AM

#215656 RE: Justa Werkenstiff #214593

Golds: As I have posted here and on SI, the fact that I got so close to a sell signal on golds (HUI) on Monday has me staying away from that group on the long side. So far, Monday has been a top. I could still spike for all I know to the downtrend line, but so far a selling environment has developed from Monday so I am staying away. Some of my canaries are chirping this morning. Moreover, we are in a historically strong period for dollar and weak period for golds so caution is the word.