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

To: Zeev Hed who wrote (17467)	6/8/2001 11:44:32 PM
From: TREND1	Read Replies (1) \| Respond to of 30051

Buy on Pull Back List as of close on 6/8/2001 SYM %May30 May30L IDPH 22.92 58.30 MYGN 20.63 61.50 KLAC 18.83 49.44 QLGC 17.83 47.79 TER 15.91 38.90 LLTC 15.72 46.50 EXTR 15.68 27.75 AFCI 15.24 17.98 ISIL 14.79 32.33 DIGL 14.56 41.00

To: Zeev Hed who wrote (17467)	6/9/2001 1:30:00 PM
From: ajtj99	Read Replies (1) \| Respond to of 30051

Zeev, I believe it was Bobby Bearra who said the battle is between the Bears and the Bulls, and it is unclear who will win. The last run to the May high in the COMPX stopped at the upper level of resistance on the NDX. Likewise, the COMPX stopped when the NDX hit resistance at 1775. I guess what I'm saying is that if the NDX goes below 1775, it would be logical for every other index to fail their support also. That said, I agree that we should get into the 2057-2100 range this week, and I really don't think 2057 will be pierced with options expiration looming. If we drop by Wednesday to that range, Max Pain could bring everything back up to 2150 for Triple Witching on Friday. Some Max Pain Levels: QQQ-46 CSCO-20 (20.49 now) ORCL-15 (17.01 now) SUNW-17-1/2 (17.01 now) INTC-30 (30.67 now) MSFT-70 (73.19 now) QCOM-65 (61.24 now) Looking further down the road, I can't seem to find the schedule for the next B2B numbers. Those numbers should have a pretty strong impact on the market, and it's looking like they will be lower than last month based upon warnings we've been seeing in the Semi's this week. Cycles seem to indicate the 20th is an interim high and the 27th a bottom. That doesn't seem to work real well with the economic calendar, so that's why it would be good to know the B2B release. Fed Bias will be more important than a rate cut of 50BP, IMO. The problem I have with a near term drop to 1850 is that it is hard to see a window where it can happen within the above scenario. I agree that the market doesn't necessarily do what it's supposed to do, but the couple of days before the Fed seem to be the only time when it could happen, and I can't recall seeing lows that close to a meeting.

To: Zeev Hed who wrote (17467)	6/9/2001 1:55:14 PM
From: Short A. Few	Read Replies (2) \| Respond to of 30051

GNSS - Hi Zeev, any comments for us? Interesting chart, of recent. Best, SAF

To: Zeev Hed who wrote (17467)	6/9/2001 6:52:46 PM
From: TREND1	Read Replies (1) \| Respond to of 30051

Zeev Where are the Techs ? Below is a list of stocks that have made Monthly HH & HL for May and June: SYM AprH MayH JunH AFFX 36.94 42.7 50.5 ALKS 30.75 32.15 36.13 AMGN 62.25 67.6 70.6 BBH 130.17 139 144.69 CHIR 48.17 54.5 56.45 CRA 42 47.64 49.9 CY 23.1 25.25 25.36 ENZN 61.34 74.5 79.4 GENZ 55.1745 55.75 58.44 HGSI 65.53 74.25 77 ICOS 58.44 64.75 70.1 IDPH 57.06 63.35 75 MEDI 41.99 44.05 45 MXIM 52.5 58.36 58.4 MYGN 54.94 68.1 79.85 TSEM 10.59 12.2 13.11 Larry Dudash

To: Zeev Hed who wrote (17467)	6/12/2001 9:54:13 PM
From: thecalculator	Read Replies (1) \| Respond to of 30051

Right now, they are still quite some time from even laying the foundations for the new fab... towersemi.com So the newly poured walls off in the distance are not standing on a foundation, eh? Or the new structure amongst all of those pillars and piles in the ground are not part of FAB2? And their public statement with regard to the project being ahead of schedule was made without first consulting you?<g> The decline which I expect, will not necessarily be tied to specific developments in TMSC,... Are you referring to the same company that I was referring to? TMSC? What does that symbol stand for? I was talking about Tower Semiconductor, having the symbol TSEM.

To: Zeev Hed who wrote (17467)	9/7/2001 3:25:01 PM
From: thecalculator	Read Replies (2) \| Respond to of 30051

Calc, then maybe you should educate us and tell us what are the positive developments... ***** sitewards.com. After I finish presenting the TowerSemi(TSEM) case from a fundamental perspective, I will get back to the technology developments, alluded to in the above URL. Fundamental stats related to the issue are being discussed on the SNDK thread. There will exist a tremendous** disparity in Tower's Future Book Value relative to their cheap Market Cap, if Tower's share price remains at it's current low values. Tower's Book Value should really jump once Tower puts their new Fab 2 on their books as an asset. The question I posed to you on the SNDK thread is: "at what point does the stock market begin to discount this $1.1 billion asset that will eventually be appearing on the books of a $200 million marketcap company?" Message 16312203