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

To: Sharck who wrote (24421)	5/23/2001 9:15:31 AM
From: DebtBomb	Read Replies (2) \| Respond to of 37746

Watch the SOXX today, IMO. Finally someone is making some sense on the semis. An analyst pointed out the rate of acceleration down from March to April to a new lower B-B ratio, was significant. This implies, things are getting worse, not better. Anyone have any thoughts on people pulling money out of stock funds in the last three days?? Are they wising up, or just taking short term profits after a big bounce??

To: Sharck who wrote (24421)	5/23/2001 11:21:01 AM
From: KevinThompson	Respond to of 37746

I went short NVDA when it approached the century mark (100). Does anyone really believe their projected growth rates, or is it just hype. I expect it's mostly hype. The Personal computer market continues to contract and so does the internet sector. I think the valuation NVDA enjoys might be more to reflect market share. Even if they were to become the only supplier in the group, investors have got to wonder about the contraction in the industry. Just my two cents. KT