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

To: TREND1 who wrote (15241)	5/1/2001 1:26:02 PM
From: Zeev Hed	Respond to of 30051

Beta is part of the consideration, but I put more weight in my "instinct" relative to these stocks. I am monitoring about 50 stocks which I have learned to more or less discern their behavior. For instance, I just got back into BRKS here just above $57, it has retrenched sharply from a recent run, and has a good chance of running to $63 or maybe a new recovery high if I am wrong about the semi-equip. If I am right about the semi-equip, I'll probably take a minor loss and go back to the side lines. Right no, my cash (after the deployment early today) is still quite high at 60%. Zeev