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

To: Logain Ablar who wrote (11545)2/22/2001 2:26:40 PM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
I think that we are really not too far from the bottom, that is why I am still pretty close to 50% in, I just think that my "traders" can still run all over the place. As for TYC, I expected a swoon that will allow me reentry, but in general, despite those furlough, TYC is well balanced between the old economy (fire protection , valveds etc,) the electronics (connectors etc.) and the health care buisness (Kendal and US sSurgical) and with the growth they are going to have, i think that money will migrate there. I did however take a minimal profit from AMCC here at $36.25 ($1.5 to the good) expecting to get an afternoon swoon down with the naz. It just compensate for a similar loss I took on it this morning.

Zeev



To: Logain Ablar who wrote (11545)2/22/2001 4:09:26 PM
From: mishedlo  Respond to of 30051
 
if we don't have a strong close I'll raise cash and lower exposure but feel we have put in a short term bottom.

Tim, right wrong or indifferent I agree.
Took very nice gains on BRCD calls, minor gains on the rest.

Held SSTI calls and CREE leaps that is about it.
If they rally us hard well I have something.
Looking for better entries.

Was that a sucker close below the old low and they rally us 200 points tomorrow?

M


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