Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (29144)	2/15/2002 11:52:30 AM
From: J L Segal	Read Replies (2) of 99280

"a decline into June 28 (give or take few days) to the 1638 or so area (poassible overshoot of 1580?)." Zeev, what do you expect the catalyst to be for your anticipated carnage in June? -US going after Iraq (as you mentioned), fed changing stance or tightening (you mentioned fed 'position'), fear of 2nd Q results (after an expected 1st Q poor performance), 2ndQ earnings warnings? Also, any thoughts on the relentless carnage in the wireless sector? Too many good stocks being thrown out with the bad ... some with huge cash piles, no debt, and (slowly) improving fundamentals that are currently selling at a mere fraction of their cash per share ....how much longer can this last? Honestly, someone could make out like a bandit by simply buying up these cash rich/debt free companies, sending everyone home & closing up shop then pocketing all the cash ;-) Is AETH still one of your longer term holds (like CCRD was) ? BTW, you mentioned that the DOW reached a 7500 low .... I saw a low of 8064 in Sept. Thanks in advance, JLS

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