2/25/2005

Another decent day today. The naz is finally playing with the other boys. Sold my askj, because it hit my stops for a 0.63/share gain. Bought crdn at 29.40 the company finally announce their earnings will be Friday 3/4 morning. Will watch all next week to see if it drop, will continue to add until the earnings come out, which I believe will be good. Sold the rest of my cree, it didn't rally with the rest of the semis which I didn't like. Also, dump half my plmo, and will continue to dump for a loss as it moves up. Basically I'm performing the end of month cleaning and building up cash for March. I watched bcsi but my broker didn't let me short it, dam could of gotten 1 pt. Also, watched srna hit my short target of 22 , but looked at level 2 and didn't see any more sellers so didn't initiate the short. I think the smart money are starting to come back to the internet sector because the gsti internet index bounce of the 153 mark. Maybe there will be more buying next week in that sector.

Trade: sold askj , sold all of cree for a loss, sold half of plmo for loss
watch: srna, crdn, srna
Current unrealized g/l:
syna -3/share
driv -5.13/share
snda -5.00/share
insp -4/share
ccmp -2/share
aapl +27.40/share
crdn +.50/share
plmo -6.90/share