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

To: Zeev Hed who wrote (1285)	10/23/2001 5:13:11 PM
From: Kayaker	Respond to of 99280

5:09pm 10/23/01 QLogic Q2 pro forma EPS 19c (QLGC) By Nicole Maestri QLogic Corp. (QLGC) reported second-quarter net income of $15.9 million, or 17 cents per share. That compares with a loss of $1.3 million, or 1 cent per share, a year before. QLogic reported pro forma net income of $17.7 million, or 19 cents per share, compared with $24 million, or 25 per share, a year ago. Pro forma results exclude merger and acquisition expenses, research and development charges, sales discounts for stock warrants and amortization of intangibles. Analysts, on average, expected earnings of 19 cents per share. On the top line, revenue was $80.9 million, a decline from $86 million in the same quarter a year before. Shares closed down 3.5 percent at $36.08.

To: Zeev Hed who wrote (1285)	10/23/2001 6:18:33 PM
From: Frederick Langford	Read Replies (2) \| Respond to of 99280

18:10 ET Semi Equip Book/Bill : The semiconductor equipment book/bill ratio edged slightly higher to 0.65 in September from 0.63 in August. However, bookings fell 11% to $644.3 mln from $724.2 mln in August; shipments simply fell faster, thus boosting the ratio. The overall ratio was right in line with the CSFB estimate, while the bookings decline was larger than expected. Fred

To: Zeev Hed who wrote (1285)	10/23/2001 6:19:33 PM
From: manny t	Read Replies (1) \| Respond to of 99280

18:10 ET Semi Equip Book/Bill : The semiconductor equipment book/bill ratio edged slightly higher to 0.65 in September from 0.63 in August. However, bookings fell 11% to $644.3 mln from $724.2 mln in August; shipments simply fell faster, thus boosting the ratio. The overall ratio was right in line with the CSFB estimate, while the bookings decline was larger than expected.

To: Zeev Hed who wrote (1285)	10/23/2001 7:58:06 PM
From: lh56	Respond to of 99280

hi zeev, just got idph sold on oct55 assignment. it's been berry, berry, good to me the last couple months. i was sad to see it go. so, as we head into the biotech conference season, do you have your eye on any particular company that looks especially ripe for good news? i still like idph, dna, genz. alzo, what about diagnostic labs, dgx, lh, in this bioterror environment? as always, if you choose to offer an opinion, i'll certainly enjoy reading it. health and wealth to you. regards, larry

To: Zeev Hed who wrote (1285)	10/24/2001 7:31:27 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 99280

Zeev: Your claim that we need to stay above the 50dma for several days and move towards 1800 prior to a significant retreat is counterintuitive. A move above the 50-day mva for a few days will trigger heavy programmed buying from institutional investors, which will draw in the individual investors fearful of "missing the train". NASDAQ will move rapidly higher toward 2000 in this scenario, IMHO.