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

To: Zeev Hed who wrote (73345)	5/31/2002 12:31:28 PM
From: docpaul	Respond to of 99280

Heya Zeev, I was wondering if you could comment on your "Nassacre" sentiments and the timing relationship with the traditional 3rd quarter pickup in PC/semiconductor sales. Do you think significant downside would be possible in that timeframe if the SOX decided it didn't want to participate in a downtrend? Just trying to think ahead, and the consumer sentiment numbers today make me wonder if 3rd quarter might actually show something other than anemic sales. I thought this article, along the same lines, was interesting: digitimes.com All the best, docpaul