I do expect a bounce on gold soon, thus my relatively heavy exposure above 10%. As for LEXR, I think SNDK as a better chart and thus a better chance of leading the sox next ramp. Of course, if SNDK takes back the $33 or so area, LEXR should have a nice ramp of its own, but in that case, I think SSTI will probably have an even better run, so I am playing SSTI and SNDK and no LEXR here..