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

To: Rich1 who wrote (29359)	10/3/2001 2:22:09 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

Just jumped into BRCM on the swoon down to $22.30. Starting to play the Q again. But still wary of a major swoon back down here. (equity P/C ratio going under .5 much too fast). Also back in MERQ here at a discount of almost a buck at $25.40, and CHKP at $26.40 (only $.50 discount here). Also back to MU at $19.20 (only $.15 discount, but it made a run earlier to $19.80, so, maybe the next run is to $20? Same with ZRAN, reentered at 22.66, at least here I got a nice 1.34 discount. Zeev In edit, also back (single position) in QCOM here at $46.10, discount of $1.33, and CCMP just for a pennydiscount at $48.99 (g). Now closer to my target of 20% cash, but will unload if this rally takes off again here.