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

To: Zeev Hed who wrote (22552)	8/1/2001 6:57:09 PM
From: The Freep	Read Replies (1) \| Respond to of 30051

Well, heck, Zeev -- why not just start playing with QQQQ. I'm sure you'd LOVE their balance sheet (not!). BTW, I told ya someone would upgrade the semis. But that has to be one of the oddest upgrades I've seen -- admitting that business is gonna be bad for 4 quarters, yet saying that it's priced in (with KLAC, one of the stronger ones, selling at 50x 2002 earnings as is). That is. . . interesting reasoning, but at least it's not as odd as the April chip upgrade that said "the train is leaving the station!" People bought this upgrade, but at least Merrill did present some facts that shoulda made the buyers think. Manipulation? Who cares. It's a fact that the upgrade happened and that people bought and stocks went up. Even Larry will agree with me on that! the freep

To: Zeev Hed who wrote (22552)	8/1/2001 6:58:14 PM
From: TREND1	Respond to of 30051

That's exactly what I thought it was(g) Larry Dudash

To: Zeev Hed who wrote (22552)	8/1/2001 7:08:36 PM
From: Alex MG	Read Replies (1) \| Respond to of 30051

Bought AETH after hrs at just over $10... Looks like a possible "buy the not so bad news" game. The loss came in a little more than expected but they are growing rev's and decreasing the cash burn, and margins improved, plus I like the recent insider buying, and the cash position ain't bad... CC is tomorrow before market open.