...wieder von den US-Fonds entdeckt.
Nach Jahreshoch über 30,--$ konnte sie sich vom Kursverfall
des "grossen Bruders" CMGI nicht abkoppeln, scheint nun aber wieder
bei 10,-- $ bei den Fonds gefallen zu finden (s.ganz unten):
METAMARKETS INVESTMENTS LLC
On The Trading Desk
As advisor, we have made 82 trades in OpenFund on 07/14/2000 with a total value of $26,214,840.02
07.14 04:32
Sell 1,000 ANEN @ 124.38 ITG
Maurice Werdegar>> Trimming Anaren Microwave at day's end.
07.14 04:29
Buy 6,000 ISRG @ 15.44 ITG
Maurice Werdegar>> Adding a final 6000 shares to our Intuitive Surgical stake. Quietly, the
medical device sector is moving higher, offering an alternative emerging growth diversification to
pure technology. ISRG has Lehman research support, FDA approval and momentum.
07.14 04:11
Buy 2,400 LMNX @ 47.04 ITG
Maurice Werdegar>> Adding 2400 shares of Luminex at the bell. LMNX is poised to have an
explosive recovery if the biotech equipment sector stages a rally next week. Based on the
revitalized interest in the biotechs today, this seems like a possibility. Adding.
07.14 04:09
Buy 4,000 LMNX @ 46.62 Lehman
Maurice Werdegar>> Initiating a position in Luminex, developer of proprietary technologies that
simplify biological testing for the life sciences industry. A hyper-volatile issue that was oversold
today.
07.14 04:07
Short 7,500 HHH @ 119.35 ITG
Maurice Werdegar>> Shorting 7500 HHH internet index at the end of a spectacular week of
rally mode in this index. Looking for some consolidation early next week.
07.14 04:06
Buy 4,000 TERN @ 80.99 ITG
Maurice Werdegar>> Gilder favorite Terayon continues its nice advance. Buying 4000.
07.14 04:05
Buy 6,000 PKTR @ 41.68 Robertson
Maurice Werdegar>> Opening a position in Packeteer, a second wave next generation
networking rally candidate. Stock is enjoying Day Two of momentum trading and has a long way
to go if it can follwo the recoveries of stocks like EXTR.
07.14 04:03
Buy 400 NMTC @ 57.88 ITG
Maurice Werdegar>> Overreaction in Numerical Technology. Buying 400 at the bell.
07.14 04:01
Sell 2,000 GERN @ 25.72 ITG
Maurice Werdegar>> Scaling down Geron by 2000 shares, reducing portfolio weighting in this
hibernating former high flier.
07.14 04:00
Sell 500 WAT @ 131.88 ITG
Maurice Werdegar>> Spilling 500 more shares of Waters, reducing exposure.
07.14 03:55
Buy 2,000 PMCS @ 220.62 H & Q
Maurice Werdegar>> Buying a position in PMC Sierra for next week. We're not concerned by
today's 20 point drop -- just a sell-the-news overreaction to a great quarter.
07.14 03:52
Buy 6,000 CPN @ 75.40 ITG
Maurice Werdegar>> Opening a new position in Calpine, the leading independent power
producer in the US. Provider of clean, reliable power in California and about a dozen other states,
CPN is positioned to be a huge beneficiary of the burgeoning need for clean energy.
07.14 03:45
Sell 1,500 JNPR @ 175.42 ITG
Maurice Werdegar>> Taking gain number 3 on Juniper and closing up shop here for the
weekend.
07.14 03:37
Buy 1,000 EXAR @ 107.38 ITG
Maurice Werdegar>> Adding another 1000 EXAR in advance of anticipated strong earnings.
07.14 03:35
Cover 15,000 QQQ @ 100.38 ITG
Maurice Werdegar>> Banking the trading profit on the Nasdaq retreat.
07.14 03:34
Buy 1,500 JNPR @ 174.49 ITG
Maurice Werdegar>> Looking for a hat trick in Juniper, leveraging a more positive late day
sentiment than we anticipated. Buying a careful 1500.
07.14 03:29
Sell 2,000 SIMG @ 71.62 ITG
Maurice Werdegar>> Check out the huge surge in Silicon Image going on here. We've learned
to use moves like this as trading opportunities. Selling 2000, long 5000 still.
07.14 03:22
Sell 1,000 CMTN @ 113.70 ITG
Maurice Werdegar>> Pocketing gains on 1000 Copper Mountain ahead of the weekend,
Barrons, and all the long, deep thinking and analysis that will be going on at every brokerage firm
in the country. Where do these telecom stocks go from here?
07.14 03:22
Short 15,000 QQQ @ 100.66 ITG
Maurice Werdegar>> Anticipating a rash of profit taking in this final hour before the weekend.
Shorting 15000 QQQ.
07.14 03:14
Sell 7,000 SMH @ 100.46 ITG
Maurice Werdegar>> Taking the profits on the SMH trade.
07.14 03:13
Sell 2,500 AETH @ 182.41 ITG
Maurice Werdegar>> Taking our 10 points on Aether Systems. We'll revisit ownership of this
ultra-volatile, market-sensitive wireless issue. For now, signing off at the intraday top of a 12
point range is good enough.
07.14 03:05
Sell 1,000 GSPN @ 145.12 Robertson
Maurice Werdegar>> Trimming 1000 GlobeSpan, tapering down by 20%.
07.14 03:03
Buy 7,000 SMH @ 100.25 ITG
Maurice Werdegar>> Hearing that Micron is telling customers that THEY are setting prices,
not the customers. A real sign of strong demand. Lehman is out with the call. Buying the SMH
semiconductor holders for an intraday advance.
07.14 02:52
Sell 2,500 JNPR @ 176.81 ITG
Maurice Werdegar>> Closing our gains on Juniper. If Juniper announces over the weekend that
they are buying Extreme Networks, as has long been rumored, the issue will probably trade
down on the news. EXTR, up 13 now, is acting like something is up. Worth considering.
07.14 02:45
Sell 10,500 NGEN @ 35.77 ITG
Maurice Werdegar>> Nanogen fails to carry through on earlier signs of rally attempts. Cutting.
07.14 02:41
Sell 1,500 JNPR @ 176.80 ITG
Maurice Werdegar>> Taking gains on 1500 Juniper. This is shaping up to be a volatile close
today.
07.14 02:40
Sell 6,000 NVDA @ 73.38 H & Q
Maurice Werdegar>> Taking the 11 point gains in Nvidia, a stock that has treated us very well
during these past several weeks. We're concerned that NVDA may retest the mid-50s before it
challenges new highs.
07.14 02:35
Buy 1,500 FDRY @ 132.62 H & Q
Maurice Werdegar>> These networking plays appear unstoppable. Adding 1500 Foundry.
07.14 02:34
Sell 5,000 CCMP @ 52.99 ITG
Maurice Werdegar>> Selling the rest of our Cabot Microelectronic, taking the 2 point victory
and fleeing the building. CCMP traded into the high 40s this morning, rocking our sense of
confidence.
07.14 02:30
Sell 7,200 EXEL @ 41.60 ITG
Maurice Werdegar>> Cutting another small cap genomics name -- Exelixis. Money continues
to seep out of these issues, probably back into safer names ahead of the weekend.
07.14 02:29
Buy 2,000 AMGN @ 71.50 Lehman
Maurice Werdegar>> Adding another 2000 lot of Amgen as the large cap biotech recovery
continues to unfold.
07.14 02:24
Sell 4,000 ONIS @ 109.43 ITG
Maurice Werdegar>> Offloading our ONI Systems, probably taking a hit today along with
Sonus Networks & other high profile, high octane recent winners. ONIS could easily reverse
course any moment, but we're doing our best to read the tea leaves. Taking a small profit.
07.14 02:12
Sell 15,000 ASKJ @ 15.25 Robertson
Maurice Werdegar>> Cutting our final Ask Jeeves.
07.14 02:11
Buy 4,000 TRCD @ 21.96 ITG
Maurice Werdegar>> Tricord, moving higher. Adding again. Feels like something is going on
here.
07.14 02:01
Cover 3,000 YHOO @ 127.34 ITG
Maurice Werdegar>> Covering the intraday Yahoo short call for a small loss.
07.14 02:00
Buy 4,000 AMGN @ 71.19 Lehman
Maurice Werdegar>> After an unsettling 24 hour correction, large cap biotech is moving
higher. Buying back our second favorite large cap name in the group: Amgen.
07.14 01:58
Buy 10,000 HHGP @ 9.75 ITG
Maurice Werdegar>> Should the internet sector rally continue (and all signs are pointing that
direction), HHGP could make a big move.
Für eigene Recherchen: www.hhgp.com
Nach Jahreshoch über 30,--$ konnte sie sich vom Kursverfall
des "grossen Bruders" CMGI nicht abkoppeln, scheint nun aber wieder
bei 10,-- $ bei den Fonds gefallen zu finden (s.ganz unten):
METAMARKETS INVESTMENTS LLC
On The Trading Desk
As advisor, we have made 82 trades in OpenFund on 07/14/2000 with a total value of $26,214,840.02
07.14 04:32
Sell 1,000 ANEN @ 124.38 ITG
Maurice Werdegar>> Trimming Anaren Microwave at day's end.
07.14 04:29
Buy 6,000 ISRG @ 15.44 ITG
Maurice Werdegar>> Adding a final 6000 shares to our Intuitive Surgical stake. Quietly, the
medical device sector is moving higher, offering an alternative emerging growth diversification to
pure technology. ISRG has Lehman research support, FDA approval and momentum.
07.14 04:11
Buy 2,400 LMNX @ 47.04 ITG
Maurice Werdegar>> Adding 2400 shares of Luminex at the bell. LMNX is poised to have an
explosive recovery if the biotech equipment sector stages a rally next week. Based on the
revitalized interest in the biotechs today, this seems like a possibility. Adding.
07.14 04:09
Buy 4,000 LMNX @ 46.62 Lehman
Maurice Werdegar>> Initiating a position in Luminex, developer of proprietary technologies that
simplify biological testing for the life sciences industry. A hyper-volatile issue that was oversold
today.
07.14 04:07
Short 7,500 HHH @ 119.35 ITG
Maurice Werdegar>> Shorting 7500 HHH internet index at the end of a spectacular week of
rally mode in this index. Looking for some consolidation early next week.
07.14 04:06
Buy 4,000 TERN @ 80.99 ITG
Maurice Werdegar>> Gilder favorite Terayon continues its nice advance. Buying 4000.
07.14 04:05
Buy 6,000 PKTR @ 41.68 Robertson
Maurice Werdegar>> Opening a position in Packeteer, a second wave next generation
networking rally candidate. Stock is enjoying Day Two of momentum trading and has a long way
to go if it can follwo the recoveries of stocks like EXTR.
07.14 04:03
Buy 400 NMTC @ 57.88 ITG
Maurice Werdegar>> Overreaction in Numerical Technology. Buying 400 at the bell.
07.14 04:01
Sell 2,000 GERN @ 25.72 ITG
Maurice Werdegar>> Scaling down Geron by 2000 shares, reducing portfolio weighting in this
hibernating former high flier.
07.14 04:00
Sell 500 WAT @ 131.88 ITG
Maurice Werdegar>> Spilling 500 more shares of Waters, reducing exposure.
07.14 03:55
Buy 2,000 PMCS @ 220.62 H & Q
Maurice Werdegar>> Buying a position in PMC Sierra for next week. We're not concerned by
today's 20 point drop -- just a sell-the-news overreaction to a great quarter.
07.14 03:52
Buy 6,000 CPN @ 75.40 ITG
Maurice Werdegar>> Opening a new position in Calpine, the leading independent power
producer in the US. Provider of clean, reliable power in California and about a dozen other states,
CPN is positioned to be a huge beneficiary of the burgeoning need for clean energy.
07.14 03:45
Sell 1,500 JNPR @ 175.42 ITG
Maurice Werdegar>> Taking gain number 3 on Juniper and closing up shop here for the
weekend.
07.14 03:37
Buy 1,000 EXAR @ 107.38 ITG
Maurice Werdegar>> Adding another 1000 EXAR in advance of anticipated strong earnings.
07.14 03:35
Cover 15,000 QQQ @ 100.38 ITG
Maurice Werdegar>> Banking the trading profit on the Nasdaq retreat.
07.14 03:34
Buy 1,500 JNPR @ 174.49 ITG
Maurice Werdegar>> Looking for a hat trick in Juniper, leveraging a more positive late day
sentiment than we anticipated. Buying a careful 1500.
07.14 03:29
Sell 2,000 SIMG @ 71.62 ITG
Maurice Werdegar>> Check out the huge surge in Silicon Image going on here. We've learned
to use moves like this as trading opportunities. Selling 2000, long 5000 still.
07.14 03:22
Sell 1,000 CMTN @ 113.70 ITG
Maurice Werdegar>> Pocketing gains on 1000 Copper Mountain ahead of the weekend,
Barrons, and all the long, deep thinking and analysis that will be going on at every brokerage firm
in the country. Where do these telecom stocks go from here?
07.14 03:22
Short 15,000 QQQ @ 100.66 ITG
Maurice Werdegar>> Anticipating a rash of profit taking in this final hour before the weekend.
Shorting 15000 QQQ.
07.14 03:14
Sell 7,000 SMH @ 100.46 ITG
Maurice Werdegar>> Taking the profits on the SMH trade.
07.14 03:13
Sell 2,500 AETH @ 182.41 ITG
Maurice Werdegar>> Taking our 10 points on Aether Systems. We'll revisit ownership of this
ultra-volatile, market-sensitive wireless issue. For now, signing off at the intraday top of a 12
point range is good enough.
07.14 03:05
Sell 1,000 GSPN @ 145.12 Robertson
Maurice Werdegar>> Trimming 1000 GlobeSpan, tapering down by 20%.
07.14 03:03
Buy 7,000 SMH @ 100.25 ITG
Maurice Werdegar>> Hearing that Micron is telling customers that THEY are setting prices,
not the customers. A real sign of strong demand. Lehman is out with the call. Buying the SMH
semiconductor holders for an intraday advance.
07.14 02:52
Sell 2,500 JNPR @ 176.81 ITG
Maurice Werdegar>> Closing our gains on Juniper. If Juniper announces over the weekend that
they are buying Extreme Networks, as has long been rumored, the issue will probably trade
down on the news. EXTR, up 13 now, is acting like something is up. Worth considering.
07.14 02:45
Sell 10,500 NGEN @ 35.77 ITG
Maurice Werdegar>> Nanogen fails to carry through on earlier signs of rally attempts. Cutting.
07.14 02:41
Sell 1,500 JNPR @ 176.80 ITG
Maurice Werdegar>> Taking gains on 1500 Juniper. This is shaping up to be a volatile close
today.
07.14 02:40
Sell 6,000 NVDA @ 73.38 H & Q
Maurice Werdegar>> Taking the 11 point gains in Nvidia, a stock that has treated us very well
during these past several weeks. We're concerned that NVDA may retest the mid-50s before it
challenges new highs.
07.14 02:35
Buy 1,500 FDRY @ 132.62 H & Q
Maurice Werdegar>> These networking plays appear unstoppable. Adding 1500 Foundry.
07.14 02:34
Sell 5,000 CCMP @ 52.99 ITG
Maurice Werdegar>> Selling the rest of our Cabot Microelectronic, taking the 2 point victory
and fleeing the building. CCMP traded into the high 40s this morning, rocking our sense of
confidence.
07.14 02:30
Sell 7,200 EXEL @ 41.60 ITG
Maurice Werdegar>> Cutting another small cap genomics name -- Exelixis. Money continues
to seep out of these issues, probably back into safer names ahead of the weekend.
07.14 02:29
Buy 2,000 AMGN @ 71.50 Lehman
Maurice Werdegar>> Adding another 2000 lot of Amgen as the large cap biotech recovery
continues to unfold.
07.14 02:24
Sell 4,000 ONIS @ 109.43 ITG
Maurice Werdegar>> Offloading our ONI Systems, probably taking a hit today along with
Sonus Networks & other high profile, high octane recent winners. ONIS could easily reverse
course any moment, but we're doing our best to read the tea leaves. Taking a small profit.
07.14 02:12
Sell 15,000 ASKJ @ 15.25 Robertson
Maurice Werdegar>> Cutting our final Ask Jeeves.
07.14 02:11
Buy 4,000 TRCD @ 21.96 ITG
Maurice Werdegar>> Tricord, moving higher. Adding again. Feels like something is going on
here.
07.14 02:01
Cover 3,000 YHOO @ 127.34 ITG
Maurice Werdegar>> Covering the intraday Yahoo short call for a small loss.
07.14 02:00
Buy 4,000 AMGN @ 71.19 Lehman
Maurice Werdegar>> After an unsettling 24 hour correction, large cap biotech is moving
higher. Buying back our second favorite large cap name in the group: Amgen.
07.14 01:58
Buy 10,000 HHGP @ 9.75 ITG
Maurice Werdegar>> Should the internet sector rally continue (and all signs are pointing that
direction), HHGP could make a big move.
Für eigene Recherchen: www.hhgp.com
