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

To: Zeev Hed who wrote (26628)9/9/2001 10:32:22 AM
From: orkrious  Read Replies (1) | Respond to of 30051
 
Zeev, you mentioned on the AMAT thread

Message 16319629

that you were going to be buying semi equips.

Did you see

Message 16314479

where Lehman cut NVLS earnings estimate next year to 40 cents?

Clearly there is enough semi capacity out there for a while. Do you think the rally will be powerful enough to lift the equips and look past next year? Won't these stocks be laggards in the rally? or will the short interest be enough to propel them?

TIA

Jay



To: Zeev Hed who wrote (26628)9/9/2001 3:49:50 PM
From: marginnayan  Respond to of 30051
 
Zeev,

Thanks for a detailed reply.

Of course, my turnips reserve the right to be wrong, change their mind and change it often.

I respect your reservations.

Regards,

marginnayan


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