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

To: Pink Minion who wrote (70738)	5/23/2002 12:27:28 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 99280

In edit, added CDWC again here at $52.11. I still expect a bounce to just under 1700 before mid day next Wednesday, so I'll play it, most of the lunch launch is actually doing OK except the semis and IDPH, well... Semi, actually, a great chunk of the semi-equip shipments (I would guess as much as 50%) in the last six months or so has been service contracts, the rest, INTC and Taiwan. That will change and could provide for rallies early in the summer (after the Nassacre) and later in the fall. Zeev