SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Bosco who wrote (6224)10/12/2000 2:39:46 PM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
Because of the exogeneous conditions, it is difficult to rely on traditional measures. I am still heavily "in", despite kicking out all the semi equip (I am planning to get back in them once I see some settling), but from the point of view of the markets internals, we, strangely enough are still OK.

Of course, when some stock reach the pain point I'll getout of the way, conservation of capital is important.

Zeev

irrevolute.iuma.com

In edit:

In the meanwhile I took off the table the trio RMBS, SNDK and SSTI at $59.5 (even), $58.5 (1/2 to the good) and $217/16 (7/16 loss).