3/7/2005

Mixed day for me. Finally a day when the naz was in charge, but didn't like how the big board trail behind in the late day. However, I still think the mark will reach new highs after the intl mid quarter conference even though this evenings txn's semiconductor lower outlook. Daytraded apcc for a .10/share gain, I sold it after it didn't move at the end of the day as I anticipated. Also, initiate a short position on ttwo at 40.40. I think it is near it's high of 41,see a lot of big boys taking profit and all the gamer stocks are all near there 52w high.

Trade: apcc +.10/share , short ttwo at 40.40
Watch: none
Current unrealized g/l:
ttwo -.30/share
ccmp -1.85/share
aapl +12.00/share