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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (728)	10/17/2001 10:59:21 PM
From: Zeev Hed	Read Replies (5) \| Respond to of 99280

After a more detailed analysis of SSTI quarterly report, I can better understand the decline, their inventories, gosh, I expected the write off last time, but their inventories indicates to me another major write off coming in the next quarter. I would suggest (and will myself) unloading this one on the first bounce opportunity. I had a target of 11, it reached $10.5 or so, i think that after a minor retracement here ($9 to $9.5?) it will once more resume its decline nto the December swoon down. Zeev

To: Zeev Hed who wrote (728)	10/17/2001 11:43:00 PM
From: mishedlo	Read Replies (1) \| Respond to of 99280

Zeev, what is your re-entry into RMBS. 30% drop from todays high. Based on earnings, etc, how good a value is this here. Your upside target and downside target please. M

To: Zeev Hed who wrote (728)	10/18/2001 11:12:31 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 99280

SNDK which I bought before the close at a "bargain" at 11.70 is no even more of a "Bargain" (g). I needed to supply my staff with USB Compact flash hard drives this week. I couldn't decide to go with 128 Mb flash memory cards from Sandisk or 96 Mb cards from Micron. Price was about $55 vs $45 difference between them so I bought 3 of each. The problem is the respective companies aren't making money at these prices. Companies that survive will be the ones with lots of cash to get through next 12 months of tough times. MSFT earnings should be rather uneventful since they are still tied to Intel's unit volumes which are up and widely tracked. I got a good feeling they will be upbeat on Office XP sales over next 12 months. The extention of the mandatory upgrade to Office XP by Oct 2001 to June 2002 didn't stop them from recent stricter enforcement of 1 licensed copy of Office software per computer.