Ya, even staying with KLAC here (g), I want my $70 on KLAC (g). But frankly, what balls, my model says max damage in the 1757/70, area, we had a swoon to the top of that range, and now we'll meander until expiry is over. I have a plan and I play the plan, as long as the plan is valid, and when the channel's gods are on my side, I am "fear;ess". (vbg). I really think that we go to at least 1880, so I am well under 10% cash here, and happy to see nice recoveries in the like of CDWC, ZRAN etc. From ZRAN I just took a little more than a buck selling at $41.22.
Zeev |