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 (615)	5/9/1999 6:15:00 PM
From: Logain Ablar	Read Replies (1) of 708

Zeev: Earnings are over (except for AMAT of course & ASYT tuesday) and interest rates are worrying some. Market still looks strong but maybe is extended. If AG raises once markets will still be ok. Twice and its run for the hills. SFAM - I've watched it but dedided on ASYT. Same with MRVC. I'll invest in MRVC b/4 SFAM. Not that SFAM doesn't have great potential (I'd expect it to climb back to its old hights this cycle). MRVC has more potential and since it appears to have broken out I may go on margin this week. China news may adversly impact it thought and a lot of day traders will jump / dump (I'll see what happens on Monday). The globe (an Israel paper) had an article where its NBASE division won a 65 million contract and the CEO postphoned an analyst meeting to go to China. He came back last wednesday and the stock jumped on thurs and friday (meeting in 2 weeks). Now ZEEV as to my ability to assess companies and their fundamentals. Some examples I owned MRVC 2 years ago @ $20 and sold it @ $26 - I didn't have the sense to sell it from $36 thru $30 until $26. I've owned CHKP from $27 to $55 down to $48 (did sell 1/2 here) down to $23 and its now at $35 (all since November, the company swings like crazy). I owned WIND for a couple of years. I like to read Judy's posts to pick up insight on companies and entry points and I've just started reading / researching Technical Analysis. Lets hope AMAT leads the sector. Tim

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