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extelecom

10/29/02 1:07 PM

#39400 RE: Zeev Hed #39395

Zeev, Good move, Maria just said we looked overbought short term <G>

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Rayman

10/29/02 1:09 PM

#39403 RE: Zeev Hed #39395

Just got some CIEN at 3.18 for the one I sold at 3.44 and 3.98. I can live with that. Also some AMCC at 3.7. SUNW at 2.69. SWKS 5.60, BRCD at 6.73(I feel the low is in, but I can be totally wrong). NTAP at 8.95(paying the piper, sold at 8.66). VSEA 22.24, CYMI 23.31, brcm 11.38, EXTR 3.9.

At least now my cash is at 50%, so I don't feel too naked with a cash level of 90% yesterday.

Some will be sold today, but most of the stuff I will keep for swing trade, or double up. If the naz sell hard, I will move my 401k into equity funds for at least 25-30% tonight.

We will see. I don't feel the whole rally is over...yet.