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

To: Jeff Guy who wrote (90379)	7/2/2002 6:24:07 PM
From: Zeev Hed	Respond to of 99280

Thanks, Jeff, very useful. Zeev

To: Jeff Guy who wrote (90379)	7/3/2002 2:28:48 AM
From: SirRealist	Respond to of 99280

Certainly not all inclusive but many better known tech earnings in July (asterisks indicate potential sector movers, bold indicates potential index movers mostly those with PEs.... 2 asterisks indicate I expect good upside... but does not mean buy yet) Wed, July 10th Before INFY only a little upside left in this before shorts win it After DNA* MCAF* MTCH NMSS NMTC RBAK YHOO* July 11 Before ACPW AVX FDC* GE* INMT NET* TUES remains a good short During INFT VISX After DCLK* ELON INTI JNPR* MTRX PWAV RMBS* RSAS SONS** July 12th Before SPOT* Mon, Jul 15 Before ADTN CCRD* DVSA still looks shortable, easy ETN* GMH IDXX IMPH During RBOT DYII* After ESIO** LSS RLRN* RX* July 16th Before BBOX* EXAR** GM* NXTL PMTC USM** During CTSH After AAPL* ADVS warned AH 7/1 ASPT AUGT** DIGL* DTHK INSN INTC* ISSX* ITWO MLNM* MOT* PHTN* PROX RFMD RNWK SBSE SWIR TER* THQI* VRTS* July 17th Before ATMI BRW CLS (btw, JBL an excellent short as of 7/2) DTLK F* FILE GENZ GZMO HON* (also excellent short as of 7/2)might report 1 day after this IONA INFS JPM* KEI* NITE PLNR TLAB TSCM XLTC During AKAM PRTH VVUS After ADS (also excellent short as of 7/2) AMD** BRKT CERN CMRC CYBS DGII EFII* ET EXTR* HAND* HIFN** HNCS IBM* IMAN (warned AH 7/2) IIVI ITRI LATD MRCY NATI (also excellent short as of 7/2) NTSL NXTV PLCM (warned AH 7/2, but could squeeze on a rebound) PLXT (warned AH 7/1) PPDI* PTEC PYPL (also excellent short as of 7/2) RSYS SEBL* SLNK** SNDK* SPRT SYMC* (also excellent short as of 7/2, H&S) SYNP TFS TFX (also excellent short as of 7/2, H&S) TMWD TSTN TXCC UTEK WEBX* XICO July 18th Before AFCO ARB (also excellent short as of 7/2) BELM (warned AH 7/2) BHE (good fundies, tough chart to call) CCBL* CEN CY EMC* ILMN NANO NOK* (good one to short a little further, as of 7/2) RETK (good one to short a little further, as of 7/2) SAP* (good one to short a little further, as of 7/2) SCIO STOR TLGD Reaffirmed 7/1; looks positive a little more TTEK ZOLL During AGM BWEB MCDTA NTRO ORCT RATL warned AH on 7/2 After ACLS AMSY (good one to short a little further, as of 7/2) ANDW ATML AVID BRCM* ** CAKE CHRT* CNXT CYLK DCTM (good one to short a little further, as of 7/2) EBAY* (good one to short, to 46, as of 7/2) EGAN EMBT (warned AH 7/2) EPNY (warned AH 7/2) GTW IDPH* squeeze today, soon to short lower. IDTI INFA still an excellent short, to $4, imo INKT IOM IWOV KANA warned AH 7/2 KEYN MCDT MDCC (also excellent short as of 7/2) MERQ* MIPS warned AH 7/1 MROI MSFT* very shortable now, but be patient (57-38) NT* PBI PCS* PKTR PMCS* RATL warned AH 7/1 SANM SBL SCHL SCUR SDS SFA** good rebound candidate before long SIPX SNWL SRTI SUNW* SY good rebound candidate before long TMTA TQNT UIS good shorting nearterm UTSI excellent short as of 7/2 VAST VICR looks shortable as of 7/2 VIRL VTSS** WJCI XLNX* XXIA Though the list continues below, my analysis doesn't. And please note that these 'analyses' involved no DD beyond a review of charts, so DD 'em yourself. The important thing is this: if we do not get a panic selloff between tomorrow and Monday, the rebound will be herky jerky, and we will likely peak just before these earnings. The number of big reporters tails off after the 18th and the 19th is options expiry day. Between 7/3 and here, the SOX should be driving the 2 wk rise. After here, I look for a quick trip to a fresh bottom. July 19th Before ERICY PLXS After AV Mon, Jul 22 Before AEIS BLS CYMI DSPG FLSH LXK Unkn. ALTR After FISV JDAS KEM NEOF NVLS ONNN SBYN SLAB TNL TUNE TXN VRST July 23 Before ATSN KLIC LGTO LU SBC After AMCC AMZN CACS CDN CTLM EXPE FCS FLEX ISSI LLTC LRCX MKSI MOLX MTWV NTIQ NUAN OPWV SIMG STM VSEA WBSN July 24 Before AGR.A ARBA DSCM During HRS After BOBJ DMRC DST EDS HLIT NETE RSAS SMRA July 25 Before ENR ENTU NCR NXTP ROV SYNT After BRKS DGIN HPLA SGI VAST WGRD July 26- Nada Mon, Jul 29 Before ANAD CBR After FEIC MUSE WITS July 30 Before KLAC VSH After BSG July 31 After CHPC MONE MWY