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


To: DennisToo who wrote (73163)5/30/2002 6:43:59 PM
From: Zeev Hed  Read Replies (4) | Respond to of 99280
 
We got the "required" bounce from above 1600, and that one was about a 30 Naz points swing, I don't think there is much more of this bounce left. Still quite heavy in cash.

Zeev



To: DennisToo who wrote (73163)5/30/2002 6:59:50 PM
From: qwave  Read Replies (2) | Respond to of 99280
 
<<In AH's with AMAT, battered all week, its time for a little run tomorrow>>

AMAT is sitting closer to its 52-week high than its 52-week low with little or no growth expected over next couple quarters. Real facts (SUNW, GNSS, PALM) are showing a weaker economy than last year at this time.

With PALM's warning I think we are starting to see the pullback of the consumer.