In reedit, took off SNDK here at $12.20, a clean $.84 profit.
In edit, In the last ten minutes, I took CDWC off here at $45.20, for $.99, NVDA at $17.17 for $.55, BRCD at $15.90 ($.57), BRCM at $15.62 for $.66, QLGC at $36.86 for $.89 and ELX at 21.51 for $.89. All second nice gains on these today (some third...) getting me closer to 80% cash and leaving some room for "play". Still quite bullish. Also doubled up on USPI here at $24.27.
You are optimistic, I think that in the middle of the reporting period, or before the end of July, we will start and feel selling pressure, particularly if we get to the 1555 area or so.
Zeev |
