Replies to post #24987 on Zeev's Turnips Patch-No Politics (ZEEV)

[tantal]

I'm not sure. Perhaps this weeks ramp was to kill/cause people to unload those $35 and $40 puts?

Small is small!

[mlsoft]

"Look at the close on KLAC. Wonder if they have something to share soon?"
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gravity.....

If you mean something in the way of a warning or lower guidance, I am sure of it. If you look, KLAC was fairly representative of the group today, and actually down less than a number of the others. The equipment group is in a fundamental slide, and it will be a while before things improve. Estimates for Q4 and FY2003 are far too high, in my opinion, and will have to be taken down.

mlsoft