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Zeev Hed

01/27/04 4:04 PM

#197838 RE: winbond #197832

around 46% cash including 8% golds, quite high, and lame that on few hit near the close, like doubling NVEC and INTC and getting back in CCMP and CELL, otherwise I would have been at my target, a touch above 55%...In edit, now closer to 50% cash, the second NVEC position was just sold early here in AH.... (g).