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

To: Zeev Hed who wrote (39418)	3/9/2002 12:52:52 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 99280

You realize Micron may well go ballistic on the weekend news? Just a heads up.

To: Zeev Hed who wrote (39418)	3/9/2002 3:01:26 PM
From: mishedlo	Respond to of 99280

PMCS seems like a good one. It was the first to die and could not even close green on Friday. I do not know what to make of the recent strength in BRCM. Usually it has undeperformed any move in the futures now it is back overperforming. NYSE stocks are hard to read somtimes so I would avoid MU. INTC (as a pain play) PMCS (cause it is usually weak and died right at moving average on Friday). NVDA (old leader giving way to KLAC and AMAT) GNSS (Same as above with tax concerns and loss of market shares concerns as well) SSTI usually underperforms SMH if one just wants to do a basket (but doesn't that include AMAT KLAC which have been stubborn to say the least). BRCM? How does that list read? The safer one would appear to be PMCS INTC SSTI At any rate I am sorry I missed MSCC off the bottom at 13. Do you follow it. At least it makes a profit. I was surprized to see a low PE on that one, really low when it was at 13 sigh. Any thoughts on MSCC? Seems like a relative value on a pullback. M