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


To: Zeev Hed who wrote (40706)3/13/2002 10:49:51 PM
From: Brom  Respond to of 99280
 
This really is a great thread! Thanks for bringing it to us. Glad to be aboard.

Best, Brom



To: Zeev Hed who wrote (40706)3/14/2002 12:05:53 AM
From: mishedlo  Read Replies (1) | Respond to of 99280
 
Zeev do you follow MSCC and if so have any thoughts on it.
It shot up like a banchee from 13 to almost 22 and is now giving a lot back.

From a chip perspective on the next rally, who do you think the biggest % gainers will be?

I can not see AMAT and KLAC getting much higher than their recent tops unless insanity prevails (which of course it could).

M



To: Zeev Hed who wrote (40706)3/14/2002 12:55:39 AM
From: Stockdoctor  Read Replies (2) | Respond to of 99280
 
Zeev...with Commercials next short 85k spoos on SPX, how do you see DOW not breaching below 10300. Last couple of times Commericals were short this muhc was on 3/1 and 9/1 last year. The markets plunged heavily after that.



To: Zeev Hed who wrote (40706)3/14/2002 8:25:07 AM
From: wgh613  Read Replies (1) | Respond to of 99280
 
JNPR,

07:03 ET JNPR Juniper Networks cut by ABN to Hold; could trade down to $10 (12.96)
ABN AMRO downgrades to HOLD from Add. Believes consensus estimates are too high. Firm cutting its 2002 view to $0.13 from $0.18 and 2003 to $0.27 from $0.30. ABN does not expect co to achieve March revenue guidance of $150-$155 mln or 2nd-half guidance of $305-$315 mln. With exposure to rev and earnings disappointment, believes stk could trade down to $10 or lower.