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

To: Steve Lee who wrote (9985)1/9/2001 2:04:55 PM
From: Zeev Hed  Respond to of 30051
 
If it starts March 1st, it won't be ready until at least September 2002, by then we should definitely be out of the "rout". Good planning. Build while th industry is slowing down, they probably can even get equipment at discounts by the end of this year (g).

Zeev



To: Steve Lee who wrote (9985)1/9/2001 2:27:38 PM
From: Zeev Hed  Respond to of 30051
 
Well, I have just taken few more off the table, BRCD out at $83 (gain 1-5/8), BRCM at $98 (loss (1-3/4) and IDPH at $145.5( gain of $4-5/8). We may be over on this rally. Did double up on JDSU at 42-7/8, however, got to keep few pokes in the fire...

Zeev


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