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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (2950)	11/4/2001 11:58:56 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 99280

Sounds a rational decision, except you are concentrating your short bets on the strongest in the group. I think it would have been more profitable to concentrate the short bets on the weak sisters (as i have mentioned all week, JNPR was the weakest, EMLX immediately after and then the order I think is roughly BRCD, QLGC and BRCM, so far, the strongest. Talking only within the Q, of course. I think that now we are getting the like of MERQ and CHKP to join the weakling class, and yes, I agree that by Wednesday, we should be heading down (we may even start tomorrow morning after the early ramp up?). Zeev