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

To: t2 who wrote (41583)3/18/2002 2:36:05 PM
From: Zeev Hed  Read Replies (4) | Respond to of 99280
 
Probably. I think that MU earnings this week will also have a major impact on the sector. Zut, those conf. calls, I just missed the turn about half an hour ago. Too late.... Still time, maybe for INVN, just jumped in here at $45.85.

Zeev



To: t2 who wrote (41583)3/18/2002 2:40:35 PM
From: Ibexx  Read Replies (1) | Respond to of 99280
 
The tech companies that are further down the food chain - such as AMAT etc - would see signs of recovery way before the ones close to end markets (ie INTC, MSFT). It has always been the case with every recovery in the past.

This also explains the inconsistency re. near-term prospects of high tech companies. Wall Street as well as many SIers think all techs are the same, and I've been trying to profit from such misconceptions.

Ibexx


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