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

To: scott_jiminez who wrote (2671)	11/2/2001 6:33:02 AM
From: Justa Werkenstiff	Respond to of 99280

Scott: Next time, you might consider trying to make your case on KLIC (as you do just fine) without the underlying caustic and insulting tone which seems totally out of place and undeserved. Good grief, Zeev just offered his thoughts on KLIC and you offered yours (thank you) and why not just leave it at that. I would not want to short KLIC either on a risk adjusted basis. But I will not hold Zeev's opinion against him on a personal level.

To: scott_jiminez who wrote (2671)	11/2/2001 7:01:51 AM
From: Qualified Opinion	Read Replies (1) \| Respond to of 99280

Scott, did you take any profits during the recent pump and dump of the semi-equip. group ? Do you understand KLIC's fundamentals and long term outlook ? Do you know why ASML bought SVGI and not KLIC ?

To: scott_jiminez who wrote (2671)	11/2/2001 8:16:55 AM
From: Zeev Hed	Read Replies (3) \| Respond to of 99280

Scott, are you forecasting KLIC at $40 by March 2002? As for the analysis I presented, it is, as usual, just a 60% probability. As for the risk, it is limited to exactly $1.70 or 10% (actually only 8% since the stock was trading at 17.30 when I suggested that as a short). As for the expected decline it is to the range of $12.5 to $14.5 not outside the realm of the November/December 2000 decline from $21.09 (11/17) to $15.75 (12/15). Actually, your example strengthen my argument (you would have seen that if you quoted the volume figures), since on 11/17 we indeed had a huge volume spike (to 2.5 MM shares) that was almost 4 to 5 times the volume KLIC usually traded during that period (around .5 MM shares) signaling the end of that first move up and coincided with the then "peak price". (check for "Turnips corollary" relative to price and volume cited on this thread during this week). Zeev

To: scott_jiminez who wrote (2671)	11/2/2001 9:16:25 AM
From: waverider	Read Replies (1) \| Respond to of 99280

Wow. Let's revisit this post in 30 days. wr

To: scott_jiminez who wrote (2671)	11/2/2001 12:07:06 PM
From: Larry Brubaker	Respond to of 99280

1999-March 2000 was the peak of the tech. stock bubble. You are unlikely to see the valuations reached during that bubble again in your life.