Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: All Mtn Ski who wrote (4959)	11/12/2001 6:05:59 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 99280

No shortage of bearish semi stories: Without 'killer apps' chip growth bogs down in first half of decade, says Dataquest: siliconstrategies.com Chip-equipment market projected to fall 8-13% in 2002, Dataquest says: siliconstrategies.com Dataquest, VLSI Research reduce forecast for chip equipment in 2002: siliconstrategies.com

To: All Mtn Ski who wrote (4959)	11/12/2001 6:48:42 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 99280

I am actually "calm and collected". None of the stocks I like have run by more than about 10% from my highest recent sell, and actually, the core positions (early canaries) like COO and AGM are below my sell, and IGT and TYC still very close (and these two were sold not on stop loss, but on "enough profits for now"), that indicates to me that getting into the chase will prove hazardous. Frankly, we had a strong Naz day, we are less than 40 Naz from the recovery high, and the number of hew 52 weeks high is contracting, the volume at 1.5 B is miserable to say the least, and the new lows list is expanding, why should I worry with 80% cash? Zeev