I deployed because we reached 2150 and because it was just past 11:30, I may have deployed a little too much (I got close to only 50% cash), but I am rapidly remedying that. I just got out of JNPR a little above $34.5, I must say, not much of a gain, I expected this one to have at least an attempted run to $37. Well, 8 more to go...and so far, not losses yet.
Zeev
In edit, also got out of QCOM, I really missed on that one, and it was drifting back down, got only $.25 to the good on that one..., At least, QLGC has acted a little better and I got out here just under $55, for a little more than $1. Six more to go...
In reedit, the window for this rally is closing rapidly, the other six are going, VECO, a loss of a little more than $.5 (gone just above $45.4), CCMP a lousy few pennies to the good and NEWP just even. IDPH just went north of $68.5 for a little better than $.5, MERQ just above $62.5 a loss of less than a quarter, and EXTR at just above $28.8 for about 3/8 loss. In toto, not too good, but at least, not a loss. Back to more than 70% cash, and I am considering taking CCRD off the table as well, further reducing cash. |
