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marginnayan

07/24/02 12:08 PM

#7614 RE: Zeev Hed #7609

Zeev,

Do you now think that a short term bottom is in.

Is it a good time to start moving even 401K in 25 % increments from cash to mutual funds.

Current status:
401 K, IRAs - all cash for past 3 years.
Trading A/C - 100 % long as of last week.

I think I can stay employed for another 10-15 years.

Thanks.

marginnayan




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anon

07/24/02 12:13 PM

#7619 RE: Zeev Hed #7609

Zeev, my map looks good so far doesn't it -g- we C

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Ken2

07/24/02 12:14 PM

#7620 RE: Zeev Hed #7609

<< Not one I follow, but I am sure they did not acquire INVN >>

Mea culpa! INSN!

I knew it was InSilicon, but I guess I had INVN on the brain.

Very sorry!

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JLSegal

07/24/02 12:24 PM

#7627 RE: Zeev Hed #7609

Zeev, still holding BPRX?

Also, I know CHKP was on your list not too long ago ..... any interest/thoughts?
ISSX still very green & beating this bear mkt, FWIW.
NET still getting trashed, can't understand why, except that it's paying for moving to the NYSE?

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Mustache Pete

07/24/02 12:55 PM

#7649 RE: Zeev Hed #7609

Zeev,

On the subject of INVN: Did the stock's countertrend outperformance in recent weeks completely blunt the impact of the earnings release? Was Q3 revenue guidance, despite the projected increase in the bottom line, a sticking point?

Confidentially, sir, it is a treat to meet a physicist-farmer hyphenate. I cannot imagine that there are many like you. -g-

aldaka