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

To: t2 who wrote (75356)	6/6/2002 1:22:08 PM
From: DebtBomb	Respond to of 99280

Best article I've seen yet on what's really going on: thestreet.com

To: t2 who wrote (75356)	6/6/2002 1:24:13 PM
From: t2	Read Replies (1) \| Respond to of 99280

Listening to NSM cc. Did you they say 30% sequential booking increase in their PC business? I guess they supply certain chips to this industry. Missed some detailed while listening; If anyone else was listening would be interested in knowing what increased 30% in relation to PCs. This might be enough to scare shorts into covering ahead of Intel.

To: t2 who wrote (75356)	6/6/2002 1:25:58 PM
From: hotlinktuna	Read Replies (1) \| Respond to of 99280

Interesting NV...I'm still hanging in MLNM 13.11 -.51 off 12.62 lod. Have all my PETM too and it's improving a bit here too though still off .22 on the day...not adding anything else so far anyway....tuna

To: t2 who wrote (75356)	6/6/2002 1:48:13 PM
From: J L Segal	Read Replies (1) \| Respond to of 99280

Any interest in the security sector? The sector has been hit hard with concerns about IT spending.... however some of these co's are beginning to confirm guidance ....... SYMC just confirmed they're "extremely comfortable", and CHKP confirmed earlier this week. IMO, fundamentals in several of these companies are quite strong. You'd think that co's with any IT $ available at all would give priority to security.