GOOG I-Watch

10/25/2005

Oct. 25 - Halloween days

NVAX led the bird flu plays (AVII,HEB,BCRX) with some frantic afternoon buying. Fun there is almost over. Shorted CNC 21-19, still holding CREE short. Shorted FLEX 10.50 in AH, expecting a continued slide on disappointing earnings. Should we be glad this cursed month is near its end?

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