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

To: Zeev Hed who wrote (2728)	11/2/2001 10:29:40 AM
From: Rich1	Respond to of 99280

Zeev... remember this could be an ideal environment for these markets to go higher on a wall of worry..I know you have been 100 percent right on your calls and the cycle guy has the top on the 4th whcih is Sunday so maybe its today.. But the R word is out and I am thinking once its out the Recession is over.. The MSFT settlement is very bullish for the market.. I think they sell the news but then go higher on MSFT and that can bring the markets higher..BWDIK..

To: Zeev Hed who wrote (2728)	11/2/2001 10:33:06 AM
From: All Mtn Ski	Respond to of 99280

Zeev, Yup, I'm feeling pretty good about the trade, and I can wait a few days for it to turn profitable, if that is what it takes. <g> I seriously don't think the CAPEX companies are going to see any uptick in their business for several quarters, its going to take a lot of demand to get the foundries' utilization rates up to 80%+, an area that usually starts to spurn CAPEX purchases. The other ICs companies will be in no rush either, other than technology purchases, IMHO. Tom

To: Zeev Hed who wrote (2728)	11/2/2001 10:41:23 AM
From: marginnayan	Respond to of 99280

Cisco's bit of positive guidance on tuesday combined with MSFT settlement could turn this thing into jet fuel. MM already have SOX on their side along with those free upgrades.