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

To: Zeev Hed who wrote (14429)	4/12/2001 6:29:11 PM
From: Lyle K	Read Replies (1) \| Respond to of 30051

Zeev, What do you think about RMBS and SSTI reports and reaction?

To: Zeev Hed who wrote (14429)	4/12/2001 6:31:11 PM
From: McNabb Brothers	Respond to of 30051

Zeev, Can you not tell me what quote service you use? Interested in finding out why some picked up the bad quote and my two did not! Hank

To: Zeev Hed who wrote (14429)	4/12/2001 6:33:37 PM
From: Mike M	Respond to of 30051

Why do you expect a weak opening? The NAZ closed on the high suggesting, at a minimum, some follow through. We might even gap...

To: Zeev Hed who wrote (14429)	4/12/2001 8:50:26 PM
From: Rich1	Read Replies (1) \| Respond to of 30051

Cycle guy expecting low Monday..

To: Zeev Hed who wrote (14429)	4/12/2001 11:07:21 PM
From: Logain Ablar	Respond to of 30051

Zeev: SSTI was a disaster but expected. Also notice JJ didn't upgrade SSTI in his semi call the other day. Flash is having pricing problems this year and the low end even more so. I see you noticed the asset quality but also notice the pick up in payables. Company is setting itself up for some tough times and the stock will take more of a hit. I agree $6 will not hold later this year and at the rate they are going with balance sheet deterioration $5 may not hold either (may need another quarter to see whats happening). The good news is they are investing for the future and they should survive (of course I said the same about apm at one time) and come out stronger. Have you ever trained your good eye on CORV. They had a power spike today. Huge volume too. I'll try to listen to the ssti cc this weekend. Tim

To: Zeev Hed who wrote (14429)	4/12/2001 11:11:18 PM
From: wgh613	Respond to of 30051

Zeev, I am sending a donation to your preferred charity. Manny T.

To: Zeev Hed who wrote (14429)	4/16/2001 12:19:28 AM
From: ajtj99	Read Replies (1) \| Respond to of 30051

Zeev, the COMP may rally Tues and Wed, but I believe the NDX has peaked for now. The stochastics show massively overbought, and most of the larger issues are trading above Max Pain. Furthermore, the QQQ Max Pain is 40. It looks like if the COMP is going to get that last leg up, it will have to be with the smaller issues making big advances, which is entirely possible. I'm selling my QQQ April 39 calls at open, and I'll watch how things transpire. I was planning on looking into April QQQ 43's Tuesday if I sold those calls Monday, but that doesn't look very prudent right now. SMH puts look better, even with INTC's numbers due out. Good luck bargain hunting. There should be lots of discounts in the AM.