2/7/2005

Mixed market. Man the Chinese internet stocks are getting kill, which hurts my snda, after hours. Sold my sgtl for 1/share gain. Watched syna all day, this stock just when down all day due to an analyst lower it's price estimate. Who listens to analysts these days, this has to be oversold. Will initiate position at 30.50 or below.

Trade: cover sgtl +1/share
Watch: snda (under 30 will continue to add to position, atvi(good earnings, mixed guidance)
Current Positions:
snda -4/share
insp -.30/share
ccmp -0.40/share
aapl +16/share
cree -12/share
plmo -4/share