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

To: sjemmeri who wrote (25536)	1/30/2002 12:17:40 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 99280

POOL are the leaders in their market, growing at more than 20% year, return on assets above 10%, not too much debt. And, the chart does not look bad, considering what the market is doing. Priced at or less than growth. Less than 20 PE on the expected $1.60 in 2002 earnings. Zeev In edit, jumped back in the Q (sans JNPR) and MU here, BRCD at $33.48, BRCM, $41.20, QLGC, $46.98, EMLX, $43.07, MU at $29.60. Also back in GNSS at $56 flat and INVN at $36.31.

To: sjemmeri who wrote (25536)	1/30/2002 4:35:33 PM
From: Zeev Hed	Respond to of 99280

Steven, by the way, POOL just printed today a new all time high with twice average volume. On the other hand, I just took a loss of $.25 on RDRT here, selling at $3.85 after they reported, the current quarter does not concern me, but the forecast for next quarter is essentially a disaster, I think the stock will b available unde $3 in the next few months. With other acquisitions today, that puts me back at 42% cash, and apart of the deployment of 10% to 20% for daily maneuvres, I think that is as low as I want to go here. Zeev