Replies to post #329849 on Zeev's Turnips Patch-No Politics (ZEEV)

[John Jet]

Zeev,

Do you expect Freescale to amount to much?

[lostalot]

Zeev: "I still expect a strong run into the end of the year and January", do you change your forecast of a retrench toward X'mas?

[Alexander]

I strongly believe we will get a retrench, many stocks look overextended to me...still overshoots can last longer than we think...

alexandre

[otraque]

Zeev, for what it is worth a Newsletter(a good one) is saying that they were surprised but they feel there was starting of on 12/1 a mass rotation of indexers from gold/silver/steel commodities in general into the Tech sector and this could drive tech relentlessly upward from one to two months.
Can you throw cold water on this????? It shivers my timbers at thought of how high we can go if there is programmed rotation from commodities to techs taking place.Max