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

To: Softechie who wrote (35490)	3/1/2002 12:56:07 PM
From: Israel	Read Replies (1) \| Respond to of 99280

Soft, im not saying this run is gonna take us back to 5000, just might a medium term run and am positioning accordingly (loads of cash) and not opening up any new shorts, except of course KLAC and a few other turd nuggets which I am sworn to secrecy not to divulge ;) Israel

To: Softechie who wrote (35490)	3/1/2002 1:27:15 PM
From: mishedlo	Read Replies (1) \| Respond to of 99280

Softie says, and I quote: "Telecom is cash cow" You keep asking - where are the cash cows? Now you tell us! How's that for out of context manipulation? ggg M

To: Softechie who wrote (35490)	3/2/2002 2:31:07 AM
From: Psycho-Social	Respond to of 99280

If Naz going to run, telecom has to lead the way and it's not. I disagree. In this new cycle, I think there are two candidates for growth leadership: One - Security driven purchases, such as database mgmt, computer services designed to provide protection against destruction of data in a disaster, virus protection, etc, plus government pruchases to enhance surveillance, combat terrorism. Two - A renewal of demand for hardware and software by consumers as they become more secure in their employment situation again.