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

To: Zeev Hed who wrote (81069)	6/19/2002 6:46:37 AM
From: orkrious	Respond to of 99280

Your IBM short is a perfect example of beating the beaten down Zeev, the one thing I like about playing the semi equips is their volatility. Their intra-day swings are super, but they (at least for me) are a little more "predictable" than the "Q." I'm out of here for my golf trip. Good luck the rest of the week. ork

To: Zeev Hed who wrote (81069)	6/19/2002 8:09:27 AM
From: Earlie	Read Replies (1) \| Respond to of 99280

Zeev: I am STILL a novice at the game. (g) In fact, I agree with your point of view on tackling the weak stocks. I use a different term, having referred to them for years as the "mortally wounded". Currently, I see the semi/PC complex as the best section of the Zoo from which to select targets (what with plunging profits, saturated markets, glutted distribution channels, massive excess capacity and inventories up to the flourescent lights). In particular, I am interested in the companies within this sector that are carrying heavy debt loads. It doesn't take long for these situations to start bleeding profusely through the P/E. Best, Earlie