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

To: Zeev Hed who wrote (18381)	6/20/2001 11:49:17 AM
From: Robert Faust	Read Replies (1) \| Respond to of 30051

Zeev, what is your read of the MVIS chart. Under normal circumstances I might consider this morning's gap down a possible exhaustion gap, but given your view of the general market trend, this would not seem a likely scenario.

To: Zeev Hed who wrote (18381)	6/20/2001 11:49:58 AM
From: TREND1	Read Replies (1) \| Respond to of 30051

Zeev Are you still expecting 1850 by July 2, 2001? Larry Dudash

To: Zeev Hed who wrote (18381)	6/20/2001 12:05:32 PM
From: robwin	Read Replies (1) \| Respond to of 30051

Zeev, Not to interrupt but CHKP seems to be bucking the trend for some reason..cannot find anything of note fundamentally to account for its strength...hmm... Robert

To: Zeev Hed who wrote (18381)	6/20/2001 12:52:31 PM
From: Mike M	Read Replies (1) \| Respond to of 30051

Zeev, you have said a mouthful regard to intangibles. What pray tell is the value of an average of 3 patents a day for the past 4-5 years. I haven't a clue. I'm not sure whether 2400 PHDs running around that company was an asset or a liability. If the company is going to survive then I suspect a $5 purchase will look brilliant 5 years from now whether it does go to $2.50 or not. The landscape is changing and some companies simply won't make it. LU is on the bubble. I think looking at it as an option is a very astute way to look at it...He is using his speculative money and understands the risk. I think it is immaterial whether he would double up or even add more at $2.50. LU's survival is somewhere between a crap shoot and a very critical series of management decisions...