psteinfjeevacation mail.com Cc: Michael A Taormina From: Paul S Barrett Sent: Thur 11/4/2010 1:56:25 PM Subject: Update Jeffrey We unwound EURHUF and bought 3MM of BP (at 42.37, up $1 today) Still like the long term internet mobility theme....AAPL QCOM AMT. We should have exposure to these na