Zeev's Turnips Patch-No Politics (ZEEV)

[TJ Parker]

> There should be some individual stock indicators that if they
> are lagging in the rising tide scenario, they might be the ones
> to begin to fall first and hardest when, not if, things reverse
> even in a modest way.

well, there are some examples among the stocks i've been shorting during this rise - ones that haven't caused me too much pain :) for example:

kopn, and in general, many stocks that are connected to wireless. (swks, for example, although swks did succumb thursday and friday to a 20% rise. but then, so did vert ...)

some of the lesser semi eq companies: ones with very poor fundamentals: klic, brks. this in spite of huge short interest on both.

in other cases, the short interest seemed to play into the rise significantly. i seriously can't figure out what's up with pmcs, but it has outperformed brcm, e.g., for no apparent reason ...