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

To: Joe Smith who wrote (42729)	3/21/2002 2:32:07 PM
From: Math Junkie	Read Replies (2) \| Respond to of 99280

If the answers were clear cut, playing the market would be easy.

To: Joe Smith who wrote (42729)	3/21/2002 2:36:41 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 99280

Not confusing at all, if I thought we are at the bottom, I would have gone to the 20% or so cash level, right now, after I took off the lunch tactic off the table, right now, I have decreased cash to 40% (from close to 56% earlier this week) but still waiting for completion of the "deployment" of the "last" 20%. I typically keep the 20% dry powder for "lunch tactics" type plays and unique situations. Zeev By the way, just got some IGT here at $61.73, this for swing purposes. In reedit, reentered QCOM at a minor discount at $40.64 and CCRD at $20.10, that earlier break seems to indicate more is coming. Also added PII to the core here at $63.08.