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


To: jjstingray who wrote (40451)3/13/2002 12:36:06 PM
From: Sully-  Read Replies (1) | Respond to of 99280
 
12:29 ET Novellus estimates raised at BofA, order flow strong (NVLS) 49.92 -1.89: -- Update -- Banc of America says that channel checks indicate that order flow in the last two weeks has been very strong, and that mgmt will report orders at the high end of the guidance range; firm believes that the strength is due to INTC, TSM, UMC, IBM, Samsung, and STM. Raises FY02 est to $0.17 from $0.07, FY03 to $1.20 from $1.11, and moves break-even point up one qtr to June. Price target is $60, and recommends accumulating shares in the $40-$45 range.



To: jjstingray who wrote (40451)3/13/2002 12:42:31 PM
From: Zeev Hed  Read Replies (1) | Respond to of 99280
 
Congrats on the girl, forget about the market right now. How is your wife? I trust she is well.

Zeev

Got out of EMLX here at $32.08, only $.38 to the good, but a lot of selling is coming in and I'll need that profit to cover for many other losses out there. Also took off QLGC at $49.40, even... and took another $.17 from INVN here selling at $47.67.

Also took off BRCD at $28.48, a loss of $.52. BRCM went at $40.62, a loss of $.38. GNSS went at $30.55 a loss of $.30. The semi-equip also let go, KLAC even, NVLS a loss of $.20, and AMAT a gain of $.05. Not a good day.

Last I dropped $.48 on MERQ and $.45 on CHKP. Just dropped JNPR here at $13.20 for $.18 losses.Lunch tactics failed....



To: jjstingray who wrote (40451)3/13/2002 12:48:08 PM
From: Frederick Langford  Respond to of 99280
 
CONGRATULATIONS on your new daughter!

Fred



To: jjstingray who wrote (40451)3/13/2002 12:51:14 PM
From: seahorse  Respond to of 99280
 
Congratulations!!!!!

seahorse



To: jjstingray who wrote (40451)3/13/2002 12:53:10 PM
From: farkarooski  Read Replies (1) | Respond to of 99280
 
okay, did you name her 'zeta' per my request ???



To: jjstingray who wrote (40451)3/13/2002 12:54:07 PM
From: Oral Roberts  Respond to of 99280
 
Congratulations on the new arrival. Forget making money, go hang with wife and new daughter:)



To: jjstingray who wrote (40451)3/13/2002 12:57:11 PM
From: m1o2n3i4c5k6  Respond to of 99280
 
I have it from a reliable source that when you have a girl, the best thing to do is throw all your credit cards in the crib. They are going to get the money anyway. Congratulations!



To: jjstingray who wrote (40451)3/13/2002 1:02:43 PM
From: ajtj99  Read Replies (1) | Respond to of 99280
 
Wow, a little girl, jj! Congrats!

As for the bounce today, I was looking for 1860, 1851, or 1841 for a bounce. We hit 1864, so it doesn't look done to me. However, I would defer to Eugene and Zeev on bottom calling, as they know this stuff much better than I do.

Still sitting on the sidelines waiting for the trend to reveal itself.



To: jjstingray who wrote (40451)3/13/2002 1:06:04 PM
From: Ted Downs  Read Replies (1) | Respond to of 99280
 
JJ,

Congrats on the new baby. Now you can post here at 2-3 AM between feedings. (G)

Ted



To: jjstingray who wrote (40451)3/13/2002 1:10:09 PM
From: Justa Werkenstiff  Respond to of 99280
 
JJ: Check the gilr's diapers first. If they are clean, go long; if soiled and you have to change them, then go short <g>. Congrats.



To: jjstingray who wrote (40451)3/13/2002 1:12:42 PM
From: Amots  Respond to of 99280
 
Forget trading.
Stay with your wife and enjoy your daughter.
Congrets.



To: jjstingray who wrote (40451)3/13/2002 1:16:07 PM
From: KevinMark  Read Replies (1) | Respond to of 99280
 
Congrats, just buy 1/2 now in diversified stocks, and half tomorrow on any weakness and then leave the autopilot switch on till next week.



To: jjstingray who wrote (40451)3/13/2002 2:11:43 PM
From: Zeddie88  Read Replies (1) | Respond to of 99280
 
Congrats, JJ!!!

I suppose I'm not too surprised that you're taking a break from the hospital scene to do some trading. I recall packing the laptop along when I went into the hospital to give birth to my son; made a couple of nice trades during labor too <ggg>

Cheers,

Sue



To: jjstingray who wrote (40451)3/13/2002 2:14:14 PM
From: Softechie  Respond to of 99280
 
Congrats and best wishes to your family!