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

To: jjstingray who wrote (61787)	5/4/2002 7:32:30 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 99280

Actually, I am also looking at AMAT's earnings. It would have been very strange to call for a split when things do not seem to improve, AMAT will report Tuesday May 14th, that might indicate a peak (sell on the news) for the sector (implied of course is a rise into earnings). AMAT has strong support just under $20, and it often rises into earnings. Zeev

To: jjstingray who wrote (61787)	5/4/2002 10:39:19 PM
From: SBHX	Respond to of 99280

Fwiw, I have doubts about any turnaround in cisco or any of the networking guys. The answer lies in what the taiwanese have been doing to the networking equipment. Routers, switches, hubs, wlan are priced at least 1/8th of what cisco had been selling them for. With the current climate, don't be surprised to see a growing number of cheaper switches in the server rooms of many fortune-500 companies. The long term problem for them is systemic and very deep. Call it the disruptive technology known as 'cheap manufacturing'.