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cy esp

07/30/04 2:54 PM

#278025 RE: Zeev Hed #278022

Zeev, at about what fraction cash will you be going into the weeekend?

TIA - Cy
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lee kramer

07/30/04 2:56 PM

#278026 RE: Zeev Hed #278022

Hi Zeev: Shorted a few Nq's avg. 1411. Then my copmpyer guy came over' we worked, te talked, I listened and lean a little bit and now the Nq's are 1404. Looking for 1398.
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phronimos

07/30/04 3:15 PM

#278039 RE: Zeev Hed #278022

Zeev -- have you ever looked at SYNA? They make input devices like touchpads (50% share in laptop market)and the click-wheel on the iPod. Other interesting stuff in the pipeline as well. Exiting mrq with $100 million cash. Getting crushed today due to some cautious comments re reduced visibility next quarter, but the selloff seems overdone. Any thoughts?