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

To: rfisher who wrote (2566)	6/19/2000 5:35:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

I am not sure about CDTS (and SCON, since weakness in CDTS will spill over to SCON), this lock up thing. The rest, could be OK. I am still above 50% cash, but I added CYMI, JDSU, CTXS. I went flat on RMBS and SNDK, the later, possibly an error, but until it breaches the $74 area, I am still cautious about it. Flat QCOM as well. Could still drop to the $60 if the weakness resume. While the NAZ moved well, the details (D/D, NH/NL) still look sick. I think we get more selling, and the bottom may be delayed from this Friday to possibly next Wednesday? Zeev