Zeev's Turnips Patch-No Politics (ZEEV)

[Nomah]

Thnx Zev, that is good timing (I HOPE) for me, as last week I picked up KEM (chip related, maker of capacitors)near its' lows, they also are providing a guidance CC on Jul 22, I will sell by then,(hate to be in earnings plays/surprises).
Will be nice if I can pop it out right into a CC runup and ride the bounce of the oversold chip for a few more weeks.
I am trading around a core, buying dips and kicking out the extras.

Do you feel chips w higher beta will followthrough w Nas?
The ones I play ae POWI and IDTI ( I believe IDTI is a Q candidate if you go back n check its action out relative to Nas moves).

I am long KEM POWI and IDTI for chips, a little YHOO and looking to add on a dip, low last week was 11.5, would like a little bounce to 14-15
thnx for your reply.
Gordon
(a fellow New Englander)