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Zeev Hed

06/07/04 3:10 PM

#254224 RE: Patrick Bateman #254217

Just above 10%...well, a little less now since third NAII position got reestablished at $9.20 (not full yet, but the rest will come...).

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Zeev Hed

06/07/04 5:08 PM

#254319 RE: Patrick Bateman #254217

By the close, however, cash rose to just above 15%. That may change rapidly before noon tomorrow... (in the last few minutes I reestablished ONXX at the half bucker discount at $40.65.) Quite a number of positions are within a buck of new yearly highs here, TEVA, BIIB, QCOM, MRVL, PROG, COO, to name a few...