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


To: Zeev Hed who wrote (11337)2/20/2001 10:36:51 AM
From: Zeev Hed  Respond to of 30051
 
Hit me with a 2x4, but I have just added BRCD here at 48.5 while bailing out of BRCM at $70.25. I am not sure if that make sense, but I had that price in and I do not want to increase exposure too much.

Zeev



To: Zeev Hed who wrote (11337)2/20/2001 10:37:39 AM
From: Jdaasoc  Read Replies (2) | Respond to of 30051
 
Zeev:
Nothing sacred about support of CSCO at 28 anymore down 1 1/4 to 27. The recent news out of Covad doesn't paint a improved picture about CSCO's receivables.

john