3/4/2005

Decent week for me and the market. I think this market still have some leg and it all depends on the intl mid-quarterly conference. If it is good, it will take the semis, nasdaq, s&p and big board index higher. Sold off all losing positions today for a complete spring cleaning. Only kept my aapl and short on ccmp (which I might wait to see what happens to Intl's conference).

Trade: sold off everything except for aapl and ccmp
watch: wrnc
Current unrealized g/l:
ccmp -1.60/share
aapl +12.29/share