Zeev's Turnips Patch-No Politics (ZEEV)

[beartooth]

its not just the semis; the shift started to the semis but it is spreading; yesterday morning before i had to leave i bot yhoo, ebay, intc, symc, jdsu and even brcm. even questionable earning reports like brcm are being treated with understanding.
today i will start to look for beaten down small tech which should move next. i've been trading ALVR and ISIL. will ADBE ever come in :) i also like the fact that the internuts are leading. if people are placing such a premium on GOOG, EBAY
YHOO and the like one would think there should be some value
in similar sectors overseas e.g. SINA, SOHU, ETC.
is this just a fund and hedgie thing or is there really value
in the mentioned sectors. i'm not wild about intc or msft
but i also do not fear huge moves down. some of these cash rich techs are actually conservative plays