Replies to post #41890 on Zeev's Turnips Patch-No Politics (ZEEV)

[JohnVP]

Zeev, I think the crimals try to paint this as a 1998 Oct type of recovery, that year we ran straight up for months before a minor pull back set in. But I think there are huge fundamental difference between then and now.

[mlsoft]

Zeev....

Although I agree with you about the prospects for IBM, I stay away from it (along with INTC, MSFT, CSCO and a few others) simply because they are favorite targets of the PPT when they decide to enter. As for the trio of KLAC, CCMP, and CDWC, I think they could be cut 30-50% from here, being very overvalued with deteriorating fundamentals. They also have fewer shorts to run after the past week or two <g>.

mlsoft

[JohnVP]

Nasdaz new high expands to 83, quite impressive ...