Replies to post #36906 on Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

Added back to JPM short @20.45

Back short CCMP @44.60

mlsoft

[Rayman]

Is there any possibility of this rally turn into the one like last Oct-November rally that kept going up and up for about a month without any meaningful pullback whatsoever?

I start to doubt there is any pullback, seems buyers are piling in.

Or does this has anything to do with the arrest of the sniper suspects?

[was Ronin]

Zeev,

What do you expect for Klac's (oct. 22) and Amat's (nov. 13)
earnings reports? The SEMI Book-to-Bill for September
was not good. Still, lots of money chasing the Sox lately.

Thanks,

Warren