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Strategies & Market Trends : Steve's Channelling Thread

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To: U.B. Green who wrote (2579)	6/20/2000 3:22:00 PM
From: Zeev Hed	of 30051

Bernie, I think that QLGC is running in sympathy with BRCD today, I am keeping what I have and am not adding to this (fully loaded at a pretty good price), But I may very well hold this for few month for a run to possibly $100, a nice double. It depends how concentrated you want to be. There are plenty of other situations, and the ANCR acquisition will not show positive results for another two quarters at least, IMHO. I think it is an excellent value here, even upo to $60. Zeev

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