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limtex

02/19/04 4:49 AM

#207019 RE: Zeev Hed #206857

zh - overall i saidthat after the earnings indeed even before they were all over that i thought there was nothing to keep the institutions buying stocks.

then another two qtrs of increasing caution and then the election...but it looks like there are some very strong sectors of tech and they are coming to pepoles attention.

intc csco and msft are stuck but these new smaller companies are creating a stir and anything chinese and japan is incredibly growing at the fasstest rate in over a decade.

and the $ is down and that is a huge help since we are fixed against china hk and oil.

all in all i am just a techie but it is tech that where it happens will provide big returns provided that the institutions don't freeze up.

so in summary i hope i was wrongt about the institutions and as long as there is this very good growth in these small/med techs i lean to bullish.

ovti is in the chain and it means something. i think the re-emergence of wireless is also very good for all sorts of bits of telecom and silicon and that will definately hrelp sentiment.

L