SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (2133)10/30/2001 11:41:22 AM
From: Softechie  Read Replies (2) | Respond to of 99280
 
QLGC Short over $39 and make money!



To: Zeev Hed who wrote (2133)10/30/2001 11:56:40 AM
From: Sam  Respond to of 99280
 
This interview is oldish (from June 01), but still relevant for those who want to read a long term bear POV (David Tice is the interviewee):

prudentbear.com

Requires Acrobat to read. Tice also gives some short ideas at the end which are still appropriate if you buy his argument. Among others, he claims the large ECMs (SLR, JBL, FLEX, SANM, CLS, SANM) will go bankrupt, as their model leads them to assume too much risk without enough return.



To: Zeev Hed who wrote (2133)10/30/2001 11:58:13 AM
From: Zeev Hed  Read Replies (3) | Respond to of 99280
 
and now in ZRAN at $26.22. Will reduce cash intraday to about 25%, since I think we still have that other move to well above 1700 before the end of next week. Right now, with this morning and yesterday's deployment, cash at 30%.

Zeev