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Strategies & Market Trends : Steve's Channelling Thread

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To: Sam who wrote (9711)	1/3/2001 1:34:07 PM
From: Zeev Hed	Read Replies (2) of 30051

Finally, I can get back on SI (server errors, anyone else getting these?). Based on valuation alone (and not even taking into account the commanding position CRA has) CRA is much better. By the way, in the last half hout I managed to get in just above $31 ($31-5/16). In the last hour plus (since my last post, I could not get on. I did not manage to get into all my positions, but I did complete the quartet (actually pretty good price, since I see a nice rally going on) at BRCM $75.25, CREE at $31.125 and SCMR at $31-5/8. I also sold IDPH for $5 profit (cutting into this morning horrendous loss) and bought back at $159.25. Also doubled position on NTAP at $47-7/8. That brings the cash down to under 20% Zeev In edit, what the hell happened? While trying to post this the market took off like a rocket.

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