Replies to post #42288 on Zeev's Turnips Patch-No Politics (ZEEV)

[Rich1]

Zeev you're scaring me..<gg>
What is your timeframe for that drop..

[ajtj99]

I guess you're assuming the current market properly values the current economic condition, otherwise you could not assume the market movements from here are predicated on economic growth.

What about the growth since the COMP low in 1990 and the market's accuracy of pricing in that growth?

I think the market still has a serious disconnect with economic reality. Until that is resolved, I'm not sure I would factor in any anticipated economic factors, as they are outweighed by others.

[limtex]

Contracting? Is the economy contracting?

[Zeev Hed]

In edit, and here I took the $.80 discount from QCOM, back in here at $35.20.Tiime to get back in AMGN for a swing, in here at $46.30, and IDPH at $45.41.

I said that I do not see such an economic contraction.

Zeev