Replies to post #11606 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

My turn may not come until Wednesday afternoon, but I an not in all day tomorrow, so I had to reposition as well as I could. Still need good entries on BRCM and ELX.

Zeev

[mlsoft]

Rayman.....

I looked at AMAT also this morning, but with earnings due out next Tuesday I decided there is too much risk of a warning, or some negative analysts' comments, but most of all from the actual earnings report and guidance. I decided to stay away from the group with the exception of CYMI and possibly CREE. I think lower guidance out of AMAT is almost a certainty, but I have been negative on the group for a while, now.

Just my opinion, though.

Good luck on your trade.

mlsoft