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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (754)	3/29/2000 3:34:00 PM
From: Steve Lee	Read Replies (1) \| Respond to of 30051

Zeev, If it makes you feel any better, the CDTS buy was a doubling up on the position I established last week at 41 3/8. I haven't had time to post much until now. Got my car back today after it failed its roadworthiness test last week and cost me œ1500+ ($2500) to get it on the road. Have been relying on the bike the last few days and Murphy has ensured this carless spell has coincided with wind and rain! I pretty much have all the stocks and exposure I want right now. Might get a little RMBS as I am looking forward to comms wins, Sun MAJC launch and proliferation of 1G processors to give this one a boost. Any views on PCMS at these prices Zeev?

To: Zeev Hed who wrote (754)	3/29/2000 5:27:00 PM
From: U.B. Green	Read Replies (1) \| Respond to of 30051

Zeev, a very busy day! Whew! You are absolutely correct that people who pay attention to your moves are doing well. The last 2 days have not been fun but one must be prepared to take some lumps. Your sale of VECO and HAUP last Fri. was an outstanding call. You no doubt "smelled" something last week and started to get "cashy". Smart! Very smart! Thank you for so generously keeping us informed. The time it takes I'm sure is very precious to you. It is greatly appreciated! Regards, Bernie