Replies to post #28001 on Zeev's Turnips Patch-No Politics (ZEEV)

[chainik]

Zeev, you stated repeatedly in the past that double dip is already discounted in the market. Can you elaborate a bit on your thinking?

IMO double dip will lead to a significant reduction in capacity in tech, and many stocks will be priced for extinction. Right now among the semis that I follow only vtss and atml (as well as a number of smaller players like invx and chpc) are acting accordingly.

[tonysolomon]

Zeev, do you think the buying starts at 1:00 or 2:22, today?

[marvin1946]

Every time a bear target is reached they just lower the next target another 10% or so. Much like the bulls in 2000. If the next round of lower targets are hit, i fear we will be in deflation/depression. There is no support for financial assets. The govt/fed may have to act in a dramatic way-- i cant imagine what they could do besides lowering rates tomorrow by at least 1/2 point and i dont even know if the markets would see that as bullish. marv

[timtoinv]

Trying some longs here with you Zeev for the first time in weeks. Hope I don't jinx the upside, tim

[TREND1]

Vel bought ELX at 13.59



http://groups.yahoo.com/group/Vel1/
http://groups.yahoo.com/group/Hal1/
Larry Dudash

[JohnVP]

bought abgx@5.42

[slopik]

Zeev - Re: SKX

Do you have a line in the sand on this one, or has your bond play changed how you approach this one?

TIA.

Pierre

Pierre