Replies to post #313006 on Zeev's Turnips Patch-No Politics (ZEEV)

[mjk]

Hey zeev, from your experience, does that rotation mean anything to you? I've still got a 2350-2400 target for late Jan-Feb, and all along I've thought the sox would outperform everything and take out the old 560 high, possibly get 600 if the Nas reaches 2400. So I like the looks of this so far.

I still think it's possible we get another drop on the dow to the 9650-9700 area, but the Nas probably won't break 1900 again.

Just need a bit more time for the summations to cycle down and turn back up.

[pantera]

Seeing the same thing through my "not so" rose colored glasses.

I am sleeping very well at night with DNA, BIIB, and AMGN. I will continue to buy on weakness.

Cash @ about 85%

[beartooth]

its not just the semis; the shift started to the semis but it is spreading; yesterday morning before i had to leave i bot yhoo, ebay, intc, symc, jdsu and even brcm. even questionable earning reports like brcm are being treated with understanding.
today i will start to look for beaten down small tech which should move next. i've been trading ALVR and ISIL. will ADBE ever come in :) i also like the fact that the internuts are leading. if people are placing such a premium on GOOG, EBAY
YHOO and the like one would think there should be some value
in similar sectors overseas e.g. SINA, SOHU, ETC.
is this just a fund and hedgie thing or is there really value
in the mentioned sectors. i'm not wild about intc or msft
but i also do not fear huge moves down. some of these cash rich techs are actually conservative plays

[zerofinance]

Zeev, what biotechs are you currently in? (staying in...)

Also, are you in UFPT - they are hitting it today...

thanks
zerofinance