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D2

08/15/02 3:59 PM

#16023 RE: Zeev Hed #16021

zeev,

And now out of (second round) QLGC @ 35.45 + .42

Another good day.

D2
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Tenchu

08/15/02 4:26 PM

#16030 RE: Zeev Hed #16021

Zeev, what's your mid-term view of NVDA?

I finally broke out of lurker mode and paid for a subscription. Searching for posts on NVDA turned up recent ones from tonysolomon, and he's asking for basically the same thing.

As for the stock itself, I was dumb enough to sit on this one during a week-long vacation. Yep, it was the week that NVDA warned and subsequently fell below 10. By the time I realized it, it was too late to sell.

I still have all my shares. NVDA max pain is 12.5 for tomorrow. Where it goes from there I have no clue. Any advice would be appreciated.

Tenchu

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plexus

08/15/02 5:16 PM

#16041 RE: Zeev Hed #16021

Zeev does it bother you how fast the VIX/VXN have given back here. Im thinking that the vix will be in the 20's and the vxn well into the 40's by the time we would reach the respective 50 day's here. Seems the internals are unwinding quite fast here given the relative moves.

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RENEEJ

08/15/02 5:43 PM

#16047 RE: Zeev Hed #16021

On QLTI it seems UBS Warburg was dumping for a fund that gave up. Volume 2&1/2 TIMES NORMAL IN THEIR FRENZY.Company IR indicates nothing has changed inc. going on the road next week to funds and institutions. Well that can explain why we held but ,if so,are we missing opportunity not doubling up??