Yes, but there is also a lot of supply in the $51/$52 area, and we are getting very close to a major top here in the market. If it drops intraday well under $50, I may try for another trip, but I am not "chasing" it. In the meanwhile, a very nice discount was just made available on ZRAN, back in here at $24.65, more than $2.5 discount. 50% cash here, but a lunch deployment will change that fast.
Zeev
In edit, just deployed the Q here, BRCD at $25.25, BRCM at $35.20, QLGC at $40.95, EMLX at $24.20 and JNPR at $23.40, all but BRCM at discounts, but not very big. Also back in MERQ at $24.83 and CCMP at $65.90. |
