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

To: Steve Lee who wrote (21215)	7/23/2001 11:41:29 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

I think the bounce will get us just above 2020. Enough for scalping few points. I have not added the full quartet or a full suit of semi, it was a timid entry with four positions, to which I have just added BRCD here just under $30, QLGC at $42.25 and BRCM at $41.54. l just added EXTR here at $26.65. Just increasing exposure and reducing cash to 62% "temporarily", still a bearish stance. Zeev Also just got IMCL here at $44.91, better than $2 discount on Friday's sale.