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 (76242)	6/7/2002 6:53:50 PM
From: orkrious	Read Replies (2) of 99280

e February "bottom", occurred without any GNT (one of many reasons I climbed on board only after the Naz was up 100 points from that bottom), it can happen here again, of course possible, but not likely this time. expectations of a 2H recovery are built into stock prices. we're entering warnings season. the fist real semi cracked today. others will be following suit. I read somewhere today that the Taiwan foundries had placed all their orders wiht the expectation of more than an inventory restocking. they are going to start canceling their orders. the last generals are falling. dow type stocks are next. in February there was a lot of hope after the massive liquidity injections from 9/11. hope is slowly dying. I won't be surprised to see more semi equip downgrades next week. it's going to be tough to mount a sustainable rally now. tomorrow, I take my 13 year old son on his first trip to Fenway, and we get to see Pedro vs. Schilling. this is what life is all about. ork

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