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

To: jjstingray who wrote (36159)	3/2/2002 4:25:47 PM
From: Zeev Hed	Respond to of 99280

Mostly because, when I play the semi equip, I play them separately, recently, I could play only VECO and NEWP, the others give me a nose bleed. I just do not see how they can be priced that way with booking for some six months now completely moribund. After three months, i used the rationale, how worst can it be (in essence the reverse argument to that used in April 2000 to warn of an impending catastrophe in the sector when the BTB got to 1.44, how better can it become?), and thus played the NVLS, KLAC, AMAT trio late in September early October, but bookings still stink and those stocks are now 50% to 100% higher, too much for me. Zeev