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

To: Jdaasoc who wrote (11121)	2/14/2001 1:46:36 PM
From: Zeev Hed	Respond to of 30051

I tend to agree with you, but th sox is acting extremely well. In the meanwhile, few minutes back, I got back into BRCD at $52 (double position still) and BRCM at $76-3/4 (a magic number). Zeev In edit, we just took out $52-3/4 on BRCD without those earlier big asks, may be this mini rally has legs.

To: Jdaasoc who wrote (11121)	2/14/2001 2:09:19 PM
From: captain_midnite	Read Replies (2) \| Respond to of 30051

I don't know John..."Too many nay sayers out there "...all I have been seeing in SI land is eager shorts saying things are too bullish, and the usual refrain from the CNBC talking heads supports that (newsletter writer surveys and such). I like the way AMAT and other semi cap equip stocks are handling the AMAT report. The SOXX is the key for the COMPX, and Zeev points out it is acting a bit better. Still, for every SOXX index I can show ya a networking index. Just watching that long-term uptrend in COMPX (~2315?)...while there are still huge pockets of over-valuation on specific issues, the bad news brigade has to be getting tired. Good luck all...still a tough market, but I am coming in from the ledge! midnite