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

To: Zeev Hed who wrote (1066)	10/21/2001 5:13:45 PM
From: captaintime	Respond to of 99280

Thanks Zeev, I picked up some AAPL a little under $18 and will reenter SFD soon; another thread suggested the British company CWP which is currently awash in cash as a good value play. The PE of 3.91 seems skewed due to asset sales; any opinion?

To: Zeev Hed who wrote (1066)	10/27/2001 3:05:10 PM
From: mishedlo	Read Replies (2) \| Respond to of 99280

Zeev, would you expect the fall to be quicker %wise on stuff the the Q (JNPR EMLX BRCD BRCM QLGC) or stuff that was a lot weaker and starting to break down like SEBL (clear top at 23), CIEN top at 22, EBAY nearing a double top after a big breakdown at 62. MU and the seems seem relatively strong here but double top on MU near 25 with 50EMA at 26.5. What I am looking for is safer shorts. NVDA at 45 or so is certainly not going to double on me no matter what the news. But the darling that it is might not drop as fast either. I know you dont like to short but what seems the weakest or most likely to fail rapidly in your opinion. M

To: Zeev Hed who wrote (1066)	1/4/2002 7:48:56 AM
From: Rick Storm	Read Replies (1) \| Respond to of 99280

Zeev, do you still have a long term @20/share for BA; it hasnt been there for 5 years; although the 2003 plan for commercial plane sales looks bad; is this (fa) where 20 comes from--? also for a new bull market that the folks on tv are espousing(no talk of this when the naz moved 2pts/day in DEC <G>); it sure looks confined to the chips-- I havent seen the other sectors join in-- to paraphrase LG "Think like a market maker!" appreciate your thoughts on BA--