Just remind me over the weekend. I'll update the core positions including some that I missed reentries into and am still waiting for advantageous prices. Right now, I am going to have a bite, and hopefully, by the time I am back Mosis will bring this market back just under 1400, so I can bail out of the lunch tactics (including IDPH which has now breached.)
IN edit launched an early lunch tactic here (pinching my nose), BRCM at $16.90, QLGC at $38.80, ELX at $20.35, MERQ at $30.64 and GNSS at $17.98, also jumped in EXPE here at $71.50. Back in CCMP at half a buck discount here at $53.51.
Patience is paying, now you can get ECL under $48.
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