Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register account icon
S&P 500
7,609.78
(
0.13%
)
US TECH 100
29,880.40
(
0.11%
)
Dow Jones
51,307.79
(
0.45%
)
Brent Oil
97.70
(
2.56%
)
Bitcoin
67,295.08
(
0.91%
)
News Focus
News Focus
Post# of 704049
Next 10
Public Reply Private Reply New Post
Keep Last Read
Keep Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

chainik

Send PM Follow Ignore
Followers 33
Posts 3490
Boards Moderated 0
Alias Born 07/07/2002

chainik

Member Level

Re: Zeev Hed post# 28001

Monday, 09/23/2002 12:23:11 PM

Monday, September 23, 2002 12:23:11 PM

Post# of 704049
Zeev, you stated repeatedly in the past that double dip is already discounted in the market. Can you elaborate a bit on your thinking?

IMO double dip will lead to a significant reduction in capacity in tech, and many stocks will be priced for extinction. Right now among the semis that I follow only vtss and atml (as well as a number of smaller players like invx and chpc) are acting accordingly.



Public Reply Private Reply New Post
Keep Last Read
Keep Last Read Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today