Zeev's Turnips Patch-No Politics (ZEEV)

[nancy2]

Zeev,

a 15% 300pt decline should be intense to most everyone i would think.

would you mind to elaborate a bit what makes your model pointing to the 1840 area ? many think 2000 would be where the pullback stop, may be just to 1950 ...

in the past when intc had a so so guidance, or yhoo did not guide up, mkt seemed to give up a lot more ground then now. and the networker/telcom sectors are downright giddy. jnpr up 50% in the 2 short weeks of january. even csco gained 20%. with huge volumes, do you consider it is buying panic from institution money ?

thanks always for your insight.