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

To: Zeev Hed who wrote (4248)	8/11/2000 11:57:31 AM
From: Zeev Hed	Read Replies (3) \| Respond to of 30051

Well, with the Dow breaking the diamond on the upside, with quite some "gutso", it is time to take a more "constructive" stand, I just got into LRCX and NVLS at $20.75 and $41.75 respectively. Also reentered QLGC at $76 and ADI at $66. That leaves me with 45% cash, and I will decrease that probably on an afternoon swoon down. Zeev In edit, I just got SSTI at $55.5, waiting to get SNDK at $57 Just got it. Now, if RMBS will just get back to the $64/$65 area for me, I'll try and correct my "premature selling" early today. In case you guys have not noticed, I have just turned "bullish" again, I think that we are going back above 4200 on the next move.