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

To: Zeev Hed who wrote (5754)	11/14/2001 7:08:49 PM
From: Nancy	Read Replies (1) \| Respond to of 99280

zeev, nwx components and software have not broken yet.

To: Zeev Hed who wrote (5754)	11/14/2001 7:21:06 PM
From: Alex MG	Read Replies (1) \| Respond to of 99280

Chip & chip equips were weak today, most I follow closing in the red even as the overall indices posted gains, that's not even counting the after hrs downside... Also looked like "the money" was shifting to some of the smaller caps and away from the large caps, usually a sign of a rally losing it's legs. At some point valuations have to come into play, but all I keep hearing is "if we break this level we go higher"... and people who are afraid they are "missing the momentum train"... I'll pass on that train ride But I do agree it looks like the lows are in, for now, and probably another momentum ride after the end of yr.

To: Zeev Hed who wrote (5754)	11/14/2001 8:23:44 PM
From: Justa Werkenstiff	Respond to of 99280

Zeev: Message 16659623

To: Zeev Hed who wrote (5754)	11/14/2001 8:29:16 PM
From: LTK007	Read Replies (1) \| Respond to of 99280

Zeev,Morgan is sure saying the market is out there but in the main it just refuses to buy.<<``What they're trying to do is delay as long as possible this major technology transformation because of its cost and the fact that they don't have much profitability in their old product lines,'' Morgan said in an interview. ``My concern is that there really is going to be a shortage of capacity at 0.13 (micron) and below.'' Only 4 percent of global chipmaking capacity is currently capable of producing chips manufactured using 0.13 micron technology, Morgan said.>>