As I have mentioned, at the EOD my plan is to get back to the 45% to 50% cash level, of course, if unusual profits are offered that may cause cash to move higher, I am watching COO behavior for a potential profit taking here, but for now I am letting it run. I just took the very nice discount from BRCM and am back in here at $19.81 and also reentered QLGC here at $45.82. Also doubled up on JCOM here at $34.27... In edit back in QCOM here at $29.69, a nice discount... also in CCMP again at $45.77.
Zeev
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