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

To: Jeffrey S. Lillie who wrote (86827)	6/26/2002 5:41:10 PM
From: mishedlo	Read Replies (1) \| Respond to of 99280

Since you are so much better at this than I, I wish you the best of luck on your QLGC and others (especially the QLGC) that you are holding overnight. One thing that bothers me is the storage guys are still underperforming. I printed off the premarket prices and compared to end of day. Of the 16 stocks on my screen, all but 4 were up 5% or more from lows. These are QLGC,ELX,BRCD and AMAT. Not sure why AMAT joined the underperformers, but it did. While I wish Zev luck it does not extend to QLGC. I closed soem of my PUTs near 35 but added back near 36. Storage has been weak as has been EXPE. Have puts on both. M

To: Jeffrey S. Lillie who wrote (86827)	6/26/2002 7:11:25 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 99280

Happy to report that in AH QLGC has already gone past the "half bucker status, now I am waiting for PPT to deliver at least the Gap part, I fear they will then deliver the crap as well, but hope to take home the bucker. Why don't you limit yourself to either support or 10% as stop losses, the agony will be much easier to take. Zeev