Midday Update

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February 7, 2008

Bought: EMKR @ 13.96 (smart trade), BNI @ 86.81 (longer term trade unless techs turn on it), AAPL Feb 120 call option @ 4.55, AKAM @ 32.21, CREE @ 30.57, CPSL @ 5.31 (sucked in on volume spikes) bad discipline, DRYS @ 68.13 (smart trade)

Sold: BKUNA @ 6.82 for a loss of 3%, CDS @ 7.18 for a loss of 7% like an idiot – I didn’t even hold on for my other trading thesis to materialize – Bad discipline.

Markets now green good for the index longs I hung onto overnight.




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