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Joe Stocks

12/11/04 10:12 AM

#333121 RE: Zeev Hed #333117

Zeev, I would agree. I was keying off the entry of SIRI and XMSR to the nas 100 on December 20th. Both of these guys could be cut in half and still be expensive.
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kron7777

12/11/04 2:54 PM

#333149 RE: Zeev Hed #333117

Zeev,
are you saying that if QQQQ goes down that will affect all the stocks in the index? Does it mean that if market goes down the index funds would have to sell all the stocks in that index regardless of the fact that some stocks are worth keeping?
So if the nassacre happens, is the downside bigger for the stock included into QQQQ?

Also, what do you think about short term effect on the stocks included into QQQQ? I looked up the charts for last year and it looks like it is usually 'sell the news' right after the rebalancing announcement. But many stocks rose some 10% within a month after the change took effect.

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TheProphet

12/11/04 4:02 PM

#333161 RE: Zeev Hed #333117

Any new thoughts on the Bu$$ technically? FTC decision could be out next week or take months. Also, everyone anticipates favorable Hynix decision, but will it surprise us and be negative and/or is a positive decision already priced in... Thoughts?