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Zeev Hed

09/05/03 9:53 AM

#148250 RE: mike_m #148222

All these positive elements are some of the reasons that I expect a strong end of the year and strong 2004. Right now, we are simply stretched and the market will use whatever excuse it wants to replenish itself technically. Launched CCMP at $64.55, and JCOM at $35.33. Missed OVTI and NVEC big, too greedy... Not going big here since I still expect another swoon down into lunch. I won't do a big lunch tactics, even if that happens though, because I'll be out for too long... oops forgot to mention RGLD being taken out for the flat bucker.