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

To: vampire who wrote (4577)	11/13/2001 11:14:37 AM
From: Andrew Vance	Respond to of 99280

Well, at today's level, I am laughing and smiling still as I sell more of the WFR for close to a 100% gain. In all my years in the semiconductor industry, and even though wafers are a commodity, I find it virtually impossible to make ICs without the wafer starting material. and even in these dismal times, it does not make sense to spend the extensive time, resources, and funds to requalify another silicon vendor. You can't make pizza without crust and you can't make circuits without some type of substrate. I just am floored by the resolve I have had these past few days (actually it was more of the lack of buyers to unload more share onto) and that WFR is up more than 15% since Friday. Equally impressive was the ability to dump GNSS at a high point and get back in for this most recent resurgence. Not to rain on anyone's parade here but if three's the charm (or 3 strikes and you are out), anyone have an opinion on NVDA? Most recent entry was on 10/30, at $41.00, it is currently at $54, and I am looking at a $75 target, based on further successes beyond the XBOX and its dominating role in the graphics chip market. Andrew Vance radarview.com