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08/15/02 4:53 PM

#16035 RE: Paul A #16031

For the record, I'm not shorting on Zeev's call of relapse here. I find it quite profitable staying long when those "short-term relapse" calls are made. Zeev's calls are more relevent to the canaries such as the Q's. Shorting dumb broad-market index equivalants such as QQQ on those calls are not the best strategy; remember last November? Were you sitting happily on underwater shorts last Thanksgiving through Christmas?