Replies to post #113450 on Zeev's Turnips Patch-No Politics (ZEEV)

[orkrious]

it's kind of like amat. until a week ago the semi equips were "relatively" weak. not the last few days though. I was shocked at the reaction of nvls to their cc thursday.

all of these should trade together. very strange that amat doesn't have the same strength as nvls. klac is kind of in between. there were also a couple of bearish articles in barron's this weekend.

[orkrious]

it's kind of like amat. until a week ago the semi equips were "relatively" weak. not the last few days though. I was shocked at the reaction of nvls to their cc thursday.

all of these should trade together. very strange that amat doesn't have the same strength as nvls. klac is kind of in between. there were also a couple of bearish articles in barron's this weekend.

[Koikaze]

For those interested, I've added some material to the Zeev's Ideas Board (#board-1351).

Fred

[lans]

I think CCMP took offense:)

Lans