Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

It is quite simple, relative to where the Naz was, EXPE should have been above $63.50 (as it was earlier in the day), but it run against a wall at $63.25, no hesitation, I was out. I rarely play for the last 10 mintes ramp, particularly not late on Monday when I am out the next morning. I also left on the table some gains in QLGC (it run another quarter or so) and others, due to the failure of EXPE to follow through... By the way, since I often "do" the Q together, I left a bunch on the table with MERQ since it run against the grain, but when I was ready to go back for an EOD tactic, it (and ELX) were too rich, and BRCM broken, so I did only QLGC and EXPE (and of course CCMP, where I also left on the table about a quarter because of EXPE's sub standard performance). I hope that gives you an insight at some of my tactics. And yes, to a large extent, such failure to "follow through" is a hunch....

Zeev