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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (157266)	3/26/2002 6:32:39 PM
From: LLCF	Read Replies (2) \| Respond to of 436258

<Zeev 90% long is hardly ever wrong either.> Is he any good???? Last I saw him post he got WHACKED good. :) DAK

To: mishedlo who wrote (157266)	3/26/2002 8:29:10 PM
From: Earlie	Read Replies (2) \| Respond to of 436258

Mis: I'm always too "Earlie". (g) I expect the boyz to try to jazz stocks going into the quarter end, but after that, good luck to them. I added a bit more today. I agree with you that Zeev has a solid track record (except on Rambus which I just have to tease him about occasionally). (VBG) It makes sense to pay attention to what he is saying and doing. I'm not broadening out just yet,.... staying in the tech area where I know how messy things are. Markets tend to be cheerful from November to April and less jovial during the alternative period. As well, with interest rates threatening to move (I almost bite my tongue to say it) upward, the market is at risk of losing THE most important positive driver. The frivolities relating to the current bit of inventory replenishing is misplaced from my point of view. It is fairly narrow in scope and lacks depth (justifiably so). Today, it looked to me like they were trying to jazz things but it didn't have much conviction. I intend to stay with Darth for the moment, but will jump off the tracks in a nanosecond if any train whistles are detected. (g) Best, Earlie