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smanthagal

11/13/02 10:25 AM

#44817 RE: Zeev Hed #44815

Zeev...tx on Mu

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mlsoft

11/13/02 10:26 AM

#44819 RE: Zeev Hed #44815

Zeev...

I certainly hope so - When I took the couple of points in MU the other day I said I had some that was still underwater - I am just now approaching break-even on the first batch. Poorly played, I admit, and 50 lashes for breaking all my rules and riding it.

mlsoft

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Integralaction

11/13/02 10:29 AM

#44821 RE: Zeev Hed #44815

Zeev USPI seems pretty strong lately. Is this the time to get out in the 16's you mentioned, to reposition lower, or has it cured itself?

thanks for your help and patience.

integralaction

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krazikid

11/13/02 10:32 AM

#44822 RE: Zeev Hed #44815

Zeev,

is MU worth a longer term hold after this retrenchment? I recall you saying something about them having to price it back above $80 ..next year? like they did in 2000. sorry..I couldn't find the discussion on SI..