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: orkrious who wrote (7787)	11/24/2001 8:47:30 PM
From: t2	Read Replies (1) \| Respond to of 99280

RE the Sox stocks, read what CSFB said about KLAC on 10/19. Subsequent to this, on Nov 14 (according to Briefing) they made cautious comments at a SoundView conference. They speak at CSFB's conference Tuesday. I look forward to their being cautious again. That is a short period of time since November 14 comments. It becomes a matter of "expectations". If by chance they even get slightly more positive based upon any new order flow, the stock may take off. However, if they continue to be cautious, will anyone be suprised? If the retail sales numbers for this weekend are better than expectations, it could start a broader rally including the semiconductor stocks. So far, what I have read is very positive and that includes sales of electronics, which is directly related to the semiconductor sector. If we start seeing reports that retailers ordered less than demand (ie. shortages), the rally in the market could be very strong. There will be lots of data to digest in the coming days and weeks. Of course, I am playing the optimistic side near term (with some trading stops).