Replies to post #323923 on Zeev's Turnips Patch-No Politics (ZEEV)

[extelecom]

Zeev, surprised MAGS is not joining in the party here. It looks pretty week to me and you may get your next OB.

[sandeeps]

Amat warned by over 40% on profit. In the old days, it would have knocked the naz down by 30-40 points easily.

The company forecast a 35 percent drop in new orders in the current first quarter from the just-completed fourth quarter. The Santa Clara, California-based company also said it expected revenue to drop 20 percent to 23 percent from the fourth quarter, with earnings of 15 cents to 16 cents a share, both below analyst expectations

[JLSegal]

Hello Zeev, CAMP has been performing quite well the last few days ....wondering if you're familiar with the company?
If not, perhaps it's one to look at?
CAMP began breaking out yesterday on strong volume, hit a high early this morning around $8.90, then pulled back the rest of the day. No news. 3rdQ ends in Nov, in 2 weeks, FWIW. Wondering if this pull back towards the close is worth buying into for a stronger move up .... as CAMP may be due for a turn around.
Appreciate your thoughts, if any - JLS

[DonH]

Hi Zeev
I actually was shocked you bght CCMP today as per your post #320705 your buy rec was 35/37. I have an order in @36.25 and with the downgrade and AMAT, I'm thinking maybe it is a little high.
Any thoughts?
TIA
PH