From A to Zeev" -- SI Sacks Zeev Message Board

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Pastimes : From A to Zeev" -- SI Sacks Zeev

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To: Carl R. who wrote (527)	10/26/1998 9:09:00 PM
From: Zeev Hed	Read Replies (1) of 708

Carl, INTC keeps making new "recovery highs", as as INTC goes so will the SOX, but you can already see "cracks" developing in that armor, MU seems to be topping, as well as AMAT. I think that $5 in WFR is still feasible, it drop a point without the announcement of earnings, but my "gutss" tells me that the recent rally had whispers much better then the -$1.57 and sales closer to $180 MM, so the fact that they were a little above their own forecast ($160 to 165 MM sales) has been discounted. On the other hand, the prices near $3 were pricing in possible bankruptcy, and I think that this scenario is out. Zeev

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