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

To: mishedlo who wrote (50705)4/12/2002 12:11:21 PM
From: DebtBomb  Read Replies (2) | Respond to of 99280
 
Wow, IBM coughed up about 2 1/2 already.



To: mishedlo who wrote (50705)4/12/2002 12:19:34 PM
From: martin001  Respond to of 99280
 
Either that or they are walking the semis down
ahead of NVLS' earnings on Monday A/H.

That POS has had bad #'s the last 2 qtrs and they
have rallied it each time. Got a feeling though that
this will be the last time..
I'll be looking to short any marginal high in that
group.



To: mishedlo who wrote (50705)4/12/2002 1:52:34 PM
From: ajtj99  Read Replies (1) | Respond to of 99280
 
Mish, the semi's seem to be the last to go. They were trading near their post April 2001 highs (down only 7.5% 657/710) in August when the COMP was already down 25% from the highs.

I don't think this time will be any different. The semi's are attractive as a short when they bounce next, but options on them will kill you because of the delta and time factor.


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