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

To: Steve Lee who wrote (20843)	7/18/2001 11:59:25 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

The scenario is the same, just give me a bull market in which they can execute it, without a general bull market, the poor debs holders are stuck... Zeev In edit, trying for a trifecta on CCMP, back in here just above $57.

To: Steve Lee who wrote (20843)	7/18/2001 1:20:08 PM
From: Jdaasoc	Respond to of 30051

Steve: short here I like to play MU short but look for firm information that a companies business is in absolute decline with no hope for return to previous level of profitability before would consider a short. I went short VRTS even today at $40 since the backup software will never be as good to them in the future. Legato systems comes to mind as fallen storage software company. I also did small short position with NVDA today since video card companies are a dime a dozen. I think their crush CPU chipsets will be crushed by Intel offerings in next 6 months. I am not overly bearish on rest of market. I am expecting MSFT to do fairly well RE earnings holding up the NDX from sickly dog territory for a while. john