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Post# of 704044
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mlsoft

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mlsoft

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Re: Zeev Hed post# 41890

Monday, 11/04/2002 5:24:01 PM

Monday, November 04, 2002 5:24:01 PM

Post# of 704044
Zeev....

Although I agree with you about the prospects for IBM, I stay away from it (along with INTC, MSFT, CSCO and a few others) simply because they are favorite targets of the PPT when they decide to enter. As for the trio of KLAC, CCMP, and CDWC, I think they could be cut 30-50% from here, being very overvalued with deteriorating fundamentals. They also have fewer shorts to run after the past week or two <g>.

mlsoft

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