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

To: t2 who wrote (4897)	11/12/2001 2:47:43 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 99280

I think this week, the "powers" are going to "contain" their "damage" over the last few weeks and try and hold things down, thus the frustration I expect. Frankly, I don't think we are ready for a strong positive move (a strong negative move is possible), simply because there is no leadership to lead such a move right now. The semi and bio are simply exhausted as are the storage participants. AMAT will dictate the "mood" in the semis much more than MU, IMHO, and I have no idea what "looking forward comments" they'll have, but it sure does not look like they are ready with good "visibility" going forward, while shutting down their plants for additional holidays. Zeev