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: Zeev Hed who wrote (613)	5/9/1999 9:33:00 AM
From: Logain Ablar	Read Replies (1) of 708

Hi Zeev: How are your turnips doing these days? I hope they're starting to blossum for spring. I think the semi sector is starting to strengthen again (on P&F charts the semi sector reversed). I rotated some of my SIII into ASYT and still hold some ASML and CYMI (sold most as it broke $20 and re deployed it into CHKP when CHKP broke thru $30). CYMI seems to trail the rest and may take a few weeks to move but I'd expect the leaders in the sector to move prior to AMAT's earnings and the April's book to bill. ASYT reports on Tuesday and they just obtained a TI FAB contract (about a week ago). I'm hoping for positive comments to move it back towards it's high (and Andrew Vance thinks they will be winning on another FAB contract soon, but they may not). How about SFAM. Great move last week and I don't own any (just an indication of what momentum can do <g>. Have a good weekend. Tim

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