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

To: Zeev Hed who wrote (5706)	11/14/2001 4:36:51 PM
From: All Mtn Ski	Read Replies (2) \| Respond to of 99280

I dunno, AMAT may pull a QCOM, gap sharply lower and close sharply higher. I didn't see anything to be "fearful" about, other than a small miss. The CC will be telling, as always, but I think we're back in the "buy on any dip" mentality, much to the frustration of the bears. Even SNDK is rising now. <g> A-M-S

To: Zeev Hed who wrote (5706)	11/14/2001 4:37:31 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 99280

AMAT trading down .90-.95 cents from close in AH. Then again, QCOM was down over $5 in AH after its earnings and finished up nearly $2 the following day. Go figure. AMAT action tomorrow will depend on the "spin" during conference call and reaction to IBM analyst's conference later this P.M.

To: Zeev Hed who wrote (5706)	11/14/2001 5:27:30 PM
From: Qualified Opinion	Respond to of 99280

This liquidity rally is expected. However, earnings conference calls point to a dismal near term outlook. Therefore, this rally could break down very quickly at anytime. In my opinion(IMO). no visibility with excess capacity and weakening demand means, " it's better to say nothing than to say something negative which drives down the stock price." I place more importance on fundamentals than momentum. Therefore, I am waiting for my target buy prices at huge discounts. I earned a little vacation.