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limtex

07/28/04 12:06 PM

#276631 RE: Zeev Hed #276622

ZH - The entire global market system is now subject to the actions of a Russian bailiff. What a mess.
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jdaasoc

07/28/04 12:16 PM

#276643 RE: Zeev Hed #276622

Im reality, I am almost devoid of investment ideas that I think will work. Intel's new chipset releases have totally missed the mark for back to school timeframe. I doubt wall street will give tech stocks any breaks in terms of future earnings appreciation. CREE is doing gangbusters and not getting any PE multiple bump and OVTI is getting silly at PE of 11.


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mudcat

07/28/04 12:16 PM

#276644 RE: Zeev Hed #276622

long brcm 33.05
cat