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

To: Steve Lee who wrote (63399)	5/7/2002 8:53:05 PM
From: Nancy	Read Replies (1) \| Respond to of 99280

Hi Steve, Is the difference between a catalyst and an excuse important ? the result is what matters to traders, isn't it ? that said, if this market uses csco / qlgc excuse to ramp a 100+ pt up, it should be shorted. all we have from csco is a flat next q, btb below 1, improved gross margin due to cutting overhead and inventory control ... there is no topline growth whatsover.

To: Steve Lee who wrote (63399)	5/7/2002 9:06:10 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 99280

Hey Steve, "They" will use any smidgen of excuse to get a rally going, "the accumulated too much inventory and they need some suckers to unload that inventory on, at higher prices of course (g). Zeev