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

To: Softechie who wrote (43409)	3/23/2002 1:30:33 PM
From: TREND1	Read Replies (1) \| Respond to of 99280

Soft (1) Did you notice that only 3 out of 182 stocks had "three" negative returns. ALOG = -10% CMVT = -19% WCOM = -25% (2) Maybe you should not go long term "shorting" during Up Trends? (3) Just a thought(g) Larry Dudash

To: Softechie who wrote (43409)	3/23/2002 1:42:14 PM
From: Jane4IceCream	Read Replies (2) \| Respond to of 99280

Thanks much Softechie! I saw all that but most of my swing trades are based on charts and lately I have been "lucky" picking off shares that have oversold lately for some bottom bounces. Especially biotechs and pharmas which drop on FDA dissaprovals or whatever...ie....CRXA, SEPR, IMCL, etc. Jane

To: Softechie who wrote (43409)	3/23/2002 1:52:28 PM
From: TREND1	Read Replies (1) \| Respond to of 99280

182 stocks going short on Sell Signals (not checked) num 30May 20Dec 14Mar total sym Security 1 -82 -65 -8 -154 TWTC TIME WARNER TLC 2 -80 -42 -3 -125 CIEN CIENA 3 -76 -48 6 -118 JNPR JUNIPER NETWRKS 4 -40 -60 -8 -108 PROX PROXIM 5 -72 -32 -2 -105 MCDT MCDT 6 -63 -39 -3 -105 JDSU JDS UNIPHASE 7 -49 -47 -4 -100 SANM SANMINA 8 -43 -52 -4 -99 NXTL NEXTEL COMMS STK A 9 -83 -8 -7 -98 ITWO I2 TECHNOLOGIES 10 -71 -20 -6 -97 TLAB TELLABS 11 -53 -39 -6 -97 HGSI HUMAN GENOME 12 -69 -29 2 -96 VTSS VITESSE SEMICON 13 -64 -22 -8 -94 CMVT COMVERSE TECH 14 -45 -24 -23 -93 GMST GEMSTAR TV GUIDE 15 -58 -18 -14 -90 NT NORTEL NETWORKS 16 -60 -24 -6 -89 CHKP CHECK PT SFTWRE 17 -62 -21 -4 -87 BRCD BROCADE COMMS 18 -54 -38 6 -87 PRGN PEREGRINE SYS 19 -35 -59 8 -86 RDRT READ RITE CP 20 -63 -12 -11 -85 AMCC APPLD MICRO CIRC 21 -35 -54 4 -85 PDLI PROTEIN DESIGN 22 -64 -13 -5 -82 NTAP NETWK APPLIANCE 23 -67 -12 -2 -81 PMCS PMC-SIERRA INC 24 -72 -8 -1 -81 BEAS BEA SYSTEMS 25 -51 -37 7 -80 MYGN MYRIAD GENETICS 26 -62 -17 -1 -80 EMC EMC 27 -52 -51 23 -80 CPN CALPINE 28 -72 -6 -1 -79 VRTS VERITAS SOFTW 29 -49 -25 -4 -78 SUNW SUN MICROSYS 30 -52 -26 0 -77 MLNM MILLENN PHARM 31 -63 3 -17 -76 RATL RATIONAL SFTW 32 -54 -19 -2 -74 PSFT PEOPLESOFT 33 -56 -17 0 -73 AWRE AWARE INC 34 -40 -31 -1 -72 IMGN IMMUNOGEN INC 35 -71 -3 3 -71 AMD ADV MICRO DEV 36 -43 -24 -4 -71 CHTR CHARTER COMMS STK A 37 -42 -24 -5 -71 CRA PE CORP CELERA 38 -19 -47 -1 -68 TYC TYCO INTL 39 -71 -1 8 -64 EMLX EMULEX 40 -68 8 -5 -64 MERQ MERCURY INTRACT 41 -14 -44 -5 -64 WCOM WORLDCOM 42 -24 -29 -9 -63 VRSN VERISIGN INC 43 -42 -16 -5 -62 ADLAC ADELPHIA STK C 44 -70 13 -4 -61 SEBL SIEBEL SYSTEMS 45 -35 -21 -5 -61 AOL AMERICA ONLINE 46 -61 -1 1 -60 QLGC QLOGIC 47 -21 -35 -3 -59 CTXS CITRIX SYSTEMS 48 -31 -34 7 -58 FLEX FLEXTRONICS 49 -32 -12 -12 -56 IVX IVAX 50 -38 -10 -7 -56 SCH CHARLES SCHWAB 51 -36 -18 -1 -55 CSCO CISCO SYSTEMS 52 -24 -25 -6 -55 BTRN BIOTRANSPLANT 53 12 -61 -6 -54 GNSS GENESIS MICRO 54 -46 -11 3 -54 ERICY LM ERICS TEL 55 -14 -33 -6 -53 AWE AT&T WIRELESS 56 -44 -6 -2 -53 IDCC INTERDIGIT COMM 57 -34 -19 1 -52 PCYC PHARMACYCLICS 58 -50 2 -4 -52 YHOO YAHOO 59 -39 -5 -8 -52 BRCM BROADCOM CORP 60 -23 -27 0 -50 QCOM QUALCOMM INC 61 -36 -10 -4 -50 NVDA NVIDIA CORP 62 -1 -51 2 -49 MSCC MICROSEMI CP 63 -37 -15 7 -46 MEDC MED DESIGN CP 64 -34 -8 0 -43 $NDX NASDAQ 100 (CBOE) 65 -52 10 -1 -42 SSTI SILICON STORAGE 66 -51 13 -4 -42 UAL UAL 67 -42 -9 10 -41 VECO VEECO INSTR INC 68 -33 -9 1 -41 RFMD RF MICRO DEVICES 69 20 -57 -3 -41 IMCL IMCLONE SYS 70 5 -42 -4 -41 KOPN KOPIN CORP 71 25 -60 -5 -40 PCS SPRINT PCS GROUP 72 -37 -5 3 -40 MER MERRILL LYNCH 73 -30 -4 -5 -39 LU LUCENT TECH 74 -15 -28 7 -36 MXT METRIS COMPANIES 75 -23 -18 5 -36 CCMP CABOT MICROELEC 76 -19 -16 -1 -36 IBM IBM 77 -54 23 -4 -36 NEWP NEWPORT 78 -26 -8 -1 -35 MSFT MICROSOFT 79 -28 -6 0 -34 $COMPQ $COMPQ 80 -24 -3 -6 -34 GE GENERAL ELEC CO 81 -43 9 1 -33 XLNX XILINX 82 -47 14 0 -33 CPQ COMPAQ COMPUTER 83 -31 -3 1 -33 MXIM MAXIM INTEGRTD 84 -24 -14 4 -33 EBAY EBAY 85 -35 3 1 -32 UTEK ULTRATECH STEP 86 -47 15 1 -32 MANH MANHATTAN ASSOC 87 -12 -25 6 -31 GENZ GENZYME GEN 88 -28 -2 0 -31 FOCPX FIDELITY OTC PORT 89 -37 9 -2 -30 EPEX EDGE PERTOLEUM 90 -16 -17 4 -30 KKD KKD 91 -29 3 -1 -28 F FORD MOTOR 92 11 -43 4 -28 GILD GILEAD SCI 93 -21 -7 0 -28 ERTS ELECTRONIC ART 94 -29 0 1 -28 RMBS RAMBUS INC 95 -23 -3 -1 -28 INTC INTEL CORP 96 -24 -4 2 -26 DELL DELL COMPUTER 97 -50 26 -1 -25 AMR AMR CORP 98 -30 5 0 -25 ALTR ALTERA CORP 99 -34 9 1 -24 LSI LSI LOGIC 100 -32 4 4 -23 LLTC LINEAR TECH 101 -41 12 6 -23 LTXX LTX CORP 102 1 -21 -3 -23 PLCM POLYCOM INC 103 -36 12 2 -22 $SOX SEMICONDUCTOR (PHLX) 104 0 -16 -6 -22 CNXT CONEXANT SYS 105 25 -38 -9 -22 IDNX IDNX 106 -45 17 6 -22 IDTI INTEGRATED DVC 107 -51 32 -2 -21 HAL HALLIBURTON 108 -49 23 6 -20 MU MICRON TECH 109 -16 -5 2 -20 CPWR COMPUWARE 110 -17 -3 1 -19 IDPH IDEC PHARMS 111 -14 -3 -2 -19 CMCSK COMCAST A SPCL 112 -56 33 4 -19 SNDK SANDDISK 113 -17 -1 0 -18 $SPX S&P 500 (CBOE) 114 -17 0 0 -17 $TMW Wilshire 5000 115 -10 -13 7 -17 DNA GENENTECH INC 116 -23 1 6 -17 SMSC STANDARD MICRO 117 -42 21 5 -16 AMAT APPLIED MATL 118 -19 2 1 -16 $VLE VALUE LINE ARITH 119 -19 4 -1 -16 $INDU DOW JONES INDUSTRIAL AVERAGE 120 13 -42 13 -15 CYBX CYBERONICS 121 3 -10 -7 -15 AT ALLTEL CORP 122 -9 -8 3 -14 MEDI MEDIMMUNE 123 -13 -2 1 -14 CHIR CHIRON 124 6 -27 7 -14 TARO TARO PHARM INDS 125 -14 -5 5 -13 NSM NATL SEMICONDUCT 126 -40 23 4 -13 NOVN NOVEN PHARM 127 -42 26 3 -13 KEI KEITHLEY INSTR 128 -5 -6 -2 -13 COST COSTCO WHOLESAL 129 -23 13 -2 -13 LUV SW AIRLINES 130 -5 -5 -3 -13 ADM ARCHER-DANIELS 131 -6 -3 -3 -12 THQI THQ INC 132 -51 33 6 -12 TER TERADYNE INC 133 -25 12 1 -12 EMMAX FED LIBERTY EMERG MKTS A 134 -6 -16 11 -10 CELG CELGENE CORP 135 -22 13 -1 -10 AAPL APPLE COMPUTER 136 -20 11 -1 -9 PAYX PAYCHEX INC 137 -24 14 0 -9 GM GENERAL MOTORS 138 -14 4 1 -9 $SML S&P 600 SMALL CAP (CBOE) 139 -39 25 4 -9 NVLS NOVELLUS SYS 140 -28 15 4 -9 USAI USA NETWORKS 141 -20 7 6 -8 PHTN PHOTON DYNAMICS 142 -13 10 -4 -7 ORCL ORACLE CORP 143 -11 1 3 -7 AMGN AMGEN 144 -38 16 15 -6 ATML ATMEL CORP 145 -40 26 9 -6 ADBE ADOBE SYS 146 -11 4 3 -5 ALOG ANALOGIC CORP 147 -25 19 1 -5 TXN TEXAS INSTRUMENT 148 0 1 -5 -4 VZ VERIZON COMMS 149 -3 -1 0 -3 FNM FANNIE MAE 150 -62 52 7 -3 AMZN AMAZON COM 151 -36 30 3 -3 KLAC KLA TENCOR 152 -4 6 -5 -2 TDY TELEDYNE TECH 153 11 -9 -4 -2 MOT MOTOROLA INC 154 -11 6 4 -1 FFIV F5 NETWORKS INC 155 4 0 -4 0 AGM FED AGRI CL C 156 -25 19 5 0 KLIC KULICKE SOFFA 157 -49 49 2 2 ASYT ASYST TECH INC 158 -7 11 -3 2 SPLS STAPLES INC 159 -3 4 2 2 CEFT CONCORD EFS 160 -26 28 1 3 SBUX STARBUCKS CORP 161 -38 46 -4 4 ELON ECHELON 162 -1 3 2 5 BAC BANK OF AMERICA 163 -4 12 0 7 WMT WAL-MART STORES 164 8 5 -5 9 WM WASHINGTON MUT 165 18 -7 -1 9 INTU INTUIT 166 -32 44 2 14 VVUS VIVUS INC 167 38 -32 9 16 VTA VESTA INSURANCE 168 7 9 3 19 WDFC WD-40 CO 169 35 -15 0 21 CACI CACI 170 -2 24 -2 21 LEN LENNAR CORP 171 -41 59 7 25 CYMI CYMER 172 22 2 4 27 IMNX IMMUNEX CORP 173 5 29 -4 30 LLL L 3 COMMS HLDGS 174 16 15 1 32 STE STERIS 175 25 -1 10 33 MAXF MAXCOR FINL 176 28 -14 22 36 TERN TERAYON COMMS 177 31 -5 10 37 CCRD CONCORD COMM 178 34 11 -6 39 POSS POSSIS MEDICAL 179 17 24 0 42 CSTR COINSTAR 180 31 11 3 46 ZRAN ZORAN CORP 181 138 -29 -9 100 BPRX BRADELY PHARMS 182 192 38 -2 228 INVN INVISION TECH

To: Softechie who wrote (43409)	3/23/2002 3:03:45 PM
From: mishedlo	Read Replies (1) \| Respond to of 99280

MU - comments from the Rambus board Here is a shocking comparison of the #1 DRAM manufacture vs the #2 DRAM manufacture in regards to wafer fab process "production" capability. koreatimes.co.kr “Moreover, SEC plans to raise the production of chips with microcircuit processes of below 0.12 microns to an 80 percent level by the end of the year.” ebnews.com ”Micron continues to accelerate its die shrinks, projecting that by the end of the year 65% of production lines will be at 0.15-micron capability and 5% will be at the next 0.13-micron node." Personal Speculation based on reading these two articles - This implies that Samsung is one year ahead of Micron in terms of “production” process capability. - This implies that Samsung's die sizes are smaller than Micron's, regardless of DDR or RDRAM. - Samsung's production .12u RDRAM die size is probably smaller than Micron's .15u DDR. - Samsung's yield on DDR333 and DDR400 is likely much higher than Micron's due to the smaller die sizes, which means Samsung enjoys a majority of DDR premiums. - Samsung's conversion to 12”(300mm) wafers allows significant growth without building new wafer fabs. Combine this with their conversion to .10u in 2003 and Samsung has a lot of growth potential. - Likewise, Micron can grow capacity by converting to 300mm so why do they want to buy Hynix? Does Hynix have .13u capacity or is it simply to help control supply/price of DDR? It appears to me that Samsung is in a very commanding position right now. When times were good, it appears Samsung invested heavily for the future which is now paying off. Due to their lead in process technology, Samsung is in a better position to win any type of DDR price war. I see no reason why Samsung would not want to continue to help push the market toward RDRAM because it helps avoid competitive pricing issues. RDRAM is simply another extension of Samsung's long term investment in advanced technology which is now paying off. With PC1066 coming on line, Samsung will be able to further fragment the “profitable” DRAM market in their direction, without competition from Micron. It is also becoming clear why DDR2 is a 2004 product. My guess is that DDR2 requires process technologies equal to, or smaller than .13u process technology to make economic sense (just like RDRAM). It appears Micron's .13u process technology will not be “production” ready until at least late 2003. If anything, Micron probably wants to stall Samsung on DD2, via JEDEC spec issues, until they get in a position to compete effectively against Samsung. This is just another reason why it is to Samsung's advantage to help push the market toward RDRAM. Is it any wonder Samsung would want to work with SIS on a PC1066 chipset?