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Monday, October 10, 2005

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Still Bullish…Get the Point!

We nibbled on Tekelec (TKLC), Qualcomm (QCOM), Cisco (CSCO), Texas Instruments (TXN), Juniper (JNPR), and Encana (ECA) around NASDAQ 2079. The Semiconductors still can't find any respect and subsequently are weighing on the stock market. The breadth is negative but not atrociously so. We are doing some hand wringing but have not found enough deterioration to knock us off the Bull that we are riding. However, the horns are dangerously close to YOU KNOW WHERE and as you can imagine we are a little uneasy. Currently 68% net long.

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posted by Kleiner Capital Management, LLC. | 3:03 PM



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