Replies to post #1096 on Zeev's Turnips Patch-No Politics (ZEEV)

[Stockid]

Jumped back into PFE at 33.34.

SK

[wstera2]

14:53 ET Micron: positive comments from Lehman (MU) 21.71 +0.11: Lehman's Dan Niles says that MU was relatively upbeat at their London analyst meeting, saying inventories have now declined to the lower end of a 4-6 week range and pricing is in a range of $2.50-$3.00; Micron is also seeing their OEMs starting to use greater memory configurations as a selling feature again, and as such contracts have some potential to move higher; also, capex is expected to increase to roughly $1.4 bln in FY03 within a prior range of $1.0-$1.5 bln. Reiterates Strong Buy rating and $25 price target.

[jrintl]

Zeev, yesterday, you mentioned that you wanted to see 1465 on COMP by Wednesday (for further up to come to fruition)..given latestness of today's trading day, you looking for significant ramp over next hour and day of trading?

What is your telltale that it aint' coming? tia

[jdaasoc]

Sold 1/3 aliquot of QLGC PUTs AUG 35 for $3.50. There got to be bottom somewhere out there.

[Public Heel]

Ze'ev... looks like the same ol' same ol' to me. A sharp, one-day, short-covering rally, followed by a selloff.

If we really do turn around tomorrow, my already-high opinion of your predictive skills will certainly be enhanced.