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Strategies & Market Trends : Steve's Channelling Thread

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To: Bosco who wrote (8620)	12/6/2000 9:45:35 AM
From: Zeev Hed	Read Replies (1) of 30051

AAPL is a great value here, but it may not come to life for some time (look at T, selling well under book, or XRX as well). I for one got a little more exposed this morning reentering QCOM at $98-3/4. It broke out yesterday, but I missed it. I think it can come back down to about $92/$93 if and when that market turns tail, but I am going to take few small chunks on that down channel, if it develops. I also got NTAP at $79 (missed th swoon dowm watching QCOM). And started redeploying the quartet with BRCM at $117, and SCMR $58.25. Zeev In edit, back into SSTI at $15.125 and the bu$$ at $51-7/8. That gets me to 50% cash. and for the time being, that is OK with me.

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