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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (4983)	9/11/2000 11:33:49 AM
From: xcr600	Read Replies (1) \| Respond to of 30051

I need a 2x4 too. I bought nothing this AM. (That's what happens when you wake up felling like hell). From Briefing this AM-- 09:08 ET Chip Equip Downgrade : UBS Warburg lowering rating on Semiconductor Capital Equipment group to NEUTRAL from OUTPERFORM. Firm fears that the expected 35% increase in industry order growth is at risk 08:44 ET Falling DRAM : DLJ sees declining DRAM prices this week, after dealers in Taiwan cut inventory aggressively ahead of holiday tomorrow and expected lower prices the remainder of the week

To: Zeev Hed who wrote (4983)	9/11/2000 11:38:47 AM
From: mishedlo	Read Replies (1) \| Respond to of 30051

Sorry Zeev, I do not know if I can not wish you well on MU. I believe MU falling and BU$$ rising might quicken a settlement. If this logic is faulty, the yes, I wish you well! ggg Playing the BU$$ with options only. That is enough, My NOV 90's have recovered this AM so I am happy. Added to CERT at 35, added to ELON at 38 1/2, out of EMLX and QLGC now. Will play stocks I am really interested in for the mid to long term now. RMBS mid-term via options, CERT, ELON, IDBE, EFNT. Wish me well if you can. LOL Bought first position in EFNT at the open.