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

To: Zeev Hed who wrote (68537)	5/17/2002 9:22:28 AM
From: gravity rules	Respond to of 99280

Zeev PSFT CHKP SEBL any opinions, targets for a darksider?

To: Zeev Hed who wrote (68537)	5/22/2002 9:56:17 PM
From: Earlie	Read Replies (2) \| Respond to of 99280

Zeev: I am on the opposite side of your view on the semi equip stocks. I see them as entering a "death valley period". They have been "hide-out" stocks for the large funds for several months now and haven't produced a decent set of numbers for many moons. And with the semi scene drowning in excess manufacturing capacity, sodden end markets and spot markets awash in product, why would the semi producers rush to spend money buying new equipment to build even more product to toss into such a messy market? There is an enormous consolidation period ahead of us in semi land and while the semi equipment boys are near the end of that food chain, they will feel the pinch just the same and for a very extended period. Few folks seem to understand that we are moving through a sea change in the tech arena. Full commoditization, saturated markets, a complete exodus of corporate purchasers, and massive excess manufacturing capacity spell out a nasty scene ahead from my perspective, so I will just stay short my favorites and see what the weather brings. (g) best, Earlie