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Strategies & Market Trends : Steve's Channelling Thread

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To: U.B. Green who wrote (26488)	9/7/2001 1:23:14 PM
From: Zeev Hed	Read Replies (2) of 30051

Bernies, I am not sure if 50%, bu some deployment, I would say you should consider. If I remember, you sold VTSS last well above $20, how about a 50% discount here? I also think SSTI here near $7 is a good buy (just got some at $7.35 here) as well as NEWP near $16 and VECO in the $22/$25 area (I think it could still sink to $22 or so). Also consider some GMST here at $25 and add more at $22 (I got some here at $25.49 right now). AMD is in my humble opinion a value stock here between $10 and $11 (I am waiting for entry on that one), it may go lower, but I think there is a good chance of a double from here. How about some QLTI here around $19, the downside is probably not much worst than $17 or so (also waiting for that one a little longer). Good luck. Zeev Bernie, I just bought CRA here at $22.45, you may want to consider that one as well.

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