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

To: U.B. Green who wrote (9756)	1/3/2001 4:42:51 PM
From: vampire	Read Replies (1) \| Respond to of 30051

I assume you're kidding though no dis to Zeev, he changes his allocation on an hourly basis, and couldn't possibly guess where he'll be in a week - too many things can happen - heck, this morn, he thought we might be headed to 1400 on the Naz have you been following? p.s. and i've never seen him "sell out"

To: U.B. Green who wrote (9756)	1/3/2001 4:45:24 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 30051

Right now, I am still looking at increasing exposure, my selling spree was in overextended situations and where I made simply "too much" for one day (like $40/share in BRCD and $30/share in BRCM each in just two trips today). I also felt that AMAT and NVLS were reaching the tops of their range. If they break out, I'll jump back in, but just as very negative ticks are followed by knee jerk rallies, very positive ticks are followed by knee jerk retrenchments, and you know how I hate leaving good profits on the table. Did you get into CRA? This one could "eventually" have a market cap five times its current one, it is still in a basing process, but I think that in the range of $30 to $35 it is a good buy. AGM has run a little and I think it could get back under $23 were it could be bought for the "very long term". By the way, I rarely, rarely go above 75% cash during all last year I got there maybe three times. I also rarely go to zero cash, before the fed anounced today I was just under 20%, which I felt was not too bad and that was in "concordance" with the general scenario of a rally until the middle of next week.