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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Jim Cash who wrote (54449)4/22/2002 4:18:12 PM
From: Zeev Hed  Read Replies (2) of 99280
 
That I agree, I rapidly went from less than 10% to more than 40%, better safe than sorry. The rest are simply acting too well to sell yet. Additions of TARO and QCOM got me back a touch under 40%. If I were in tomorrow morning, I might have taken on few semi-equip to bed (CCMP, KLAC and NVLS), but I won't be back until tomorrow afternoon and a lot "can happen".

Zeev
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