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

To: Zeev Hed who wrote (52748)	4/18/2002 11:36:55 AM
From: Tassi	Respond to of 99280

I still like GNSS sold my INTC 30 call options early yesterday before it tanked. I may take a position tomorrow added more ANCC today ( trading position ) I still have my core large position ( looking good for the company and we may see more...)

To: Zeev Hed who wrote (52748)	4/18/2002 11:39:08 AM
From: martin001	Read Replies (2) \| Respond to of 99280

Why should BRCM damage at that time have any effect on QLGC and the rest? They are not even in the same sector. I can see that you may pick them up because of EMCs earnings in the morning and that POS has been so beaten up it would catch a bid (and bring up the rest of the storage sector). Which is pretty much what happened.

To: Zeev Hed who wrote (52748)	4/18/2002 11:43:41 AM
From: Sully-	Read Replies (1) \| Respond to of 99280

11:39 ET Broker comments on KLA-Tencor, Applied Materials : Goldman Sachs is defending KLAC (-5.5%), saying that the co should be able to reach 20% order growth in Q2, possibly up to 30%; on the other hand, JP Morgan says that KLAC's valuation is rich and sees no near-term upside for the stock. Regarding AMAT (-3.6%), Salomon Smith Barney recommends buying the shares on weakness, saying that the co's earnings in mid-May should be similar to NVLS's and LRCX's better than expected results.