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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (18065)4/24/2001 8:35:45 AM
From: gladman  Read Replies (1) | Respond to of 37746
 
AMCC reports after the bell today, more fun with semi's.



To: Paul A who wrote (18065)4/24/2001 9:07:28 AM
From: Sharck  Respond to of 37746
 
Paul, Got to admit surprised to return here from my morning routine at the dog park and see all indices green, though all still just below fair value. Am holding quite a few May puts though closed some shorts yesterday and will stop out if the buyers come in after 10:30 reversal period... Hope they mention the book to bill ratio this AM...
Cheers



To: Paul A who wrote (18065)4/24/2001 9:12:50 AM
From: DlphcOracl  Respond to of 37746
 
Paul A.: I couldn't agree with you more. There is no concrete evidence that we will get a turnaround in technology fundamentals in Q3 or Q4. This is why (IMHO) maximum upside to NASDAQ is 2500 before something changes investor perception and confidence, sending NASDAQ back toward its lows, perhaps in July or August.


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