SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (6703)10/24/2000 4:15:11 PM
From: Logain Ablar  Respond to of 30051
 
Hi:

I sold some positions this am under the assumption we've had a nice run from last Wednesday's lows and with the book to bill we can see a small pull back in the semi's. In PnF this pull back is good in that it will allow to set tighter stops (assuming we reverse).

I still think CMRC should hold $66 level (70 was first support) and if you go by the action in FMKT, CMRC is going past $100.

I'm looking to reenter SSTI but with the H&Q Buy recomendation I don't think we'll see the retest of 20. I'll probably pay up tomorrow morning if we swoon down.

Tim



To: Zeev Hed who wrote (6703)10/24/2000 4:26:52 PM
From: mishedlo  Respond to of 30051
 
Wow - Zeev - Just checked after hours,
not only did you not want that outrageous VTSS at 70 I did not want it at 68 either.

I could not figure out whether to buy the BU$$ or not - Sure as hell bought my SSTI back too early but a discount is a discount especially on 6,000 shares

It is a stock that I am comfortable will be back
no so sure on the small positions I bought

Look into EFNT it likes to go 5 points in a hurry from about 34 to 39



To: Zeev Hed who wrote (6703)10/24/2000 4:42:46 PM
From: U.B. Green  Respond to of 30051
 
Zeev, FYI, JDSU down about 5 1/2 in the after market.

Bernie

Edit, now down 8. Anyone know what the bad news is?



To: Zeev Hed who wrote (6703)10/24/2000 5:59:29 PM
From: steve susko  Read Replies (1) | Respond to of 30051
 
Nasdaq future tumble 68 points after hours, no apparent bad news ....



To: Zeev Hed who wrote (6703)10/24/2000 6:29:20 PM
From: Logain Ablar  Read Replies (1) | Respond to of 30051
 
Hi Zeev:

We'll with the NT news and the way the opticals are being hammered the PPT better be out in force tomorrow or we can have a real ugly day.

NT's hammering is really going to focus attention on valuations.

Besides the opticals all those which support (some of the semi's) will feel the pain.

Tim

PS - Hey remember I'm still waiting for SNDK in the 40's <gg>



To: Zeev Hed who wrote (6703)10/25/2000 1:19:32 PM
From: Bruce A. Thompson  Read Replies (1) | Respond to of 30051
 
Took my ill gotten covered call gains on RMBS from last week and used them to buy 200 more RMBS @$59 1/2.

BT