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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: t2 who wrote (54234)4/22/2002 11:46:41 AM
From: orkrious  Read Replies (1) of 99280
 
I am basing my prediction on the fact that the semiconductor equipment book to bill is out today

Well, that's the only reason I didn't add any daytrading shorts today to my core short position. I'm playing BRCM and LLTC instead. However, I suspect all the good news in in these stocks. The market should start to anticipate order pushouts, as the double dip is upon us. Further, with the possibility the Hynix will disappear, there'll be one fewer DRAM buyer of semi cap equip. Note that Hynix isn't a done deal though.
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