Zeev et all, I would appreciate your thoughts on the following stocks as they comprise the bulk of a fund I own. I am wondering if they only reresent different parts of the same thing as they all act almost exactly alike. My point is if this fund's portfolio is really not diversified then why have a fund that I can't trade/hedge or sell options on if I wish? AMAT,BRCD,CSCO,FLEX,IDTI,NVLS,QLGC,SMTC,VRTS