Replies to post #33428 on Zeev's Turnips Patch-No Politics (ZEEV)

[Patrick Bateman]

So is this another one day wonder or a multiple day event?

I think just to fool with us, we see a few up days here, beofre the (inevitable) downturn

Virtually Yours,

Pat Bateman

[gravity]

Run MRVL run. sorry Z. Had to let that out.

[zerofinance]

Zeev, yes not stopped out of AA yet, but it got darn close. Do you think it's worth to get out if AA gets back over $19, and then back in on another swoon down? (14 days to go till Oct.22...). Or doubling up?

Thanks in advance,
Zero

[limtex]

Zeev - That wafer slowdown out of TSMC just antother sign of what the market seems to be telling us ie Global deflation. The last seven weeks seem to me to be the market looking forward to what it sees and sure enough now we start to see very good visibility of a continuing if notr acclerating economic slowdown.

The whole of the gaoins fo the 90s look to me to be vulnerable if this slowdown carries on.

Best,

L

[limtex]

ZH - CSCO? EPS ests for 03 are 64c. what knd of P/E does this deserve? 8, 10? Net worth of about $4.60 per share?

Looks like everything is going back to single digit P/Es.

Best,

L