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Zeev Hed

12/18/04 4:27 PM

#336258 RE: wecus #336255

I doubt I will get that low in cash, I have to be very bullish to go to 20% cash, right now I went to sleep with 46% cash it may go down to 35% or so by the middle of next week (particularly if they let me in the bu$$ under 25 and MERQ in the low $43). Also will put a bid for CCMP in the neighborhood of $37 or so. I am not in Monday morning and depending on overnight foreign market will decide if to put in some OB's or wait till the fog clears by mid morning. As for DECK and CMN, are you going to wait for a new high or just take double triple bucker (I already have the double on CMN, but I wanted "more", greed). SLXP is still showing that nasty supply just above $18, a bad market could drop it to $16 or a little lower again, where I definitely would reenter. If I get these four, I'll be pretty close to the 35% target (g).

What is that GVHR, chart is not half bad, but financials are tough to decipher, anything special you like there?

PS the sandals, I had to raise my OB few times as well, I had one at 41.80 on the swoon about 10 days ago, it printed it, but that time they did not take my bid as they did yesterday.


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Zeev Hed

02/17/05 3:36 PM

#360301 RE: wecus #336255

Would you be a buyer of GVHR ($18.15) here or would you wait few more days to see it settle first?