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

To: Zeev Hed who wrote (24690)1/25/2002 3:42:55 PM
From: Jdaasoc  Read Replies (1) | Respond to of 99280
 
I myself am a buyer again on the next step down.

Watch out. It's riding the Fidelity train with 10% ownership. It looks like some of riders may be getting off rightly or wrongly. Fidelity got out of RMBS before the big pop upwards with booked profits but didn't have to worry about the ride down.

Institutional holding in CCMP

FMR Corporation (Fidelity Management & Research Corp)     2,347,367 $199,995,668 
Morgan Stanley     1,861,879 $158,632,091 
Price (T.Rowe) Associates     1,492,264 $127,140,893 
Citigroup Inc.     1,418,542 $120,859,778



To: Zeev Hed who wrote (24690)1/25/2002 3:49:13 PM
From: Zeev Hed  Read Replies (1) | Respond to of 99280
 
Thanks for EOD short covering here, just got out of the Q all green, BRCD $35.75 ($.35), BRCM $45.40 ($.42), QLGC $47.75 ($.84), EMLX $44.28 ($.59) and poor JNPR $16.92 ($.20).

Zeev


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