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

To: Logain Ablar who wrote (11031)	2/11/2001 12:42:46 PM
From: Rashomon	Read Replies (1) \| Respond to of 30051

Hi Tim, Read this week's semibiznews.com summary; It makes me believe that March is going to be painful indeed. I got out of LTXX a little early in January at about 16, and sold most of my SSTI and SNDK before the recent painful drop. But semi buying opportunities should abound soon. BRCM at 50 anyone?

To: Logain Ablar who wrote (11031)	2/13/2001 1:07:13 PM
From: Zeev Hed	Respond to of 30051

I am just back from the west coast. Yesterday morning I was just able to see with horror the opening on EMLX, QLGC and BRCD which I loaded up on Friday, big mistake, so what did I do, I call my broker and gave him some orders "under the market, they all filled, Doubled on QLGC at $47, EMLX at $38 (it was around $39 when I had to leave for my meetings, who knows how far it has dropped) and BRCD at $60-3/4. I also had SCMR at $19.5, but it never filled. Apart of these three disaster, the gambit Friday has worked pretty well, I see that BRKS is at around $37 already and VECO above $50. I see however that my QCOM sold for $86.25, I left a bunch on the table. I'll come back and decide how to handle the disaster after I watch the market for a little while.