Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I see it tanked a buck almost in the last 15 minutes. Maybe I can get a discount tomorrow again on that PII. I still have a position from just under $89...Went to sleep with about 42% cash but gold was up to 8%...so like 50% cash...a little higher than I hope, but CCMP, VECO and a JNPR prevented me from doing better there.