Zeev's Turnips - No Politics Message Board

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

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To: orkrious who wrote (30380)	2/15/2002 12:49:31 PM
From: All Mtn Ski	Read Replies (1) of 99280

Yup, and I totally agree. <bg> Again, I'm amazed that AMAT can say that CAPEX will be down another 25% this year and the Street rallies the stocks, KLAC through a new 52 week high. I think everyone is tripping over themselves to be in these stocks, trying to get in before the next cycle starts. Problem is, people have been doing this since April 2001, when Jonathan Joseph raised the Equip group due to positive 'turning points'. Anyone hear from that guy again? Nope. The Street has been way early on these stocks and thus they did not get to bottom at trough valuations, thus the semis, when they do crack, will really pressure the NAZ. I can see Zeev's June scenario clearly from this point of view. A-M-S

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