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

To: Zeev Hed who wrote (30666)2/17/2002 8:56:58 PM
From: mishedlo  Read Replies (1) | Respond to of 99280
 
Zeev perhaps you were clear. I need to look ahead at responses before asking a question sometimes.

On a different note:
Are you changing the "Q" other than kicking out JNPR for GNSS?

BRCM seems very very weak and I am wondering if you are wondering about its bounce power. If EMLX does not drop substantially here, would you still play that or something else?

Other than BRCM the SOX sure seems too toppish now for a strong rise there. Thinking about QQQ's but I hate the weak sisters such as CSCO QCOM and with a topped sox, INTC KLAC etc as well. Yet QQQ's seem well positions to catch the move for sure, if it comes.

Thoughts or other ideas about safer or better plays? Perhaps primarily a bunch of QQQ's with an additional % in the top 3. Thoughts on those 3?

Thanks
M



To: Zeev Hed who wrote (30666)2/17/2002 10:03:35 PM
From: orkrious  Read Replies (1) | Respond to of 99280
 
Mish, unlike that interesting post, ork sent us to read, from Stockoperator, I am not writing off the first quarter at all.

Zeev, I do note that you say that if we don't get much of a flush (#reply-17073713), we may not get that big a bounce. Isn't there a decent possibility with the VIX and VXN this low we just continue a moderate decline for the next month or so, with the SOX making up for lost ground in "underperformance?"

ork


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