Replies to post #43847 on Zeev's Turnips Patch-No Politics (ZEEV)

[MechanicalMethod]

I think dynamic beats static numbers.

[sylvester80]

"this bear won't be over until perhaps 6 months before there is strong improvement in the telecom industry"

"Strong improvement" in telecom industry recovery is much much longer than just 6 months. More like 18 months IMO. Especially with news like these:

11/10/02 [DT] DEUTSCHE TELEKOM TO CUT CAP SPEND BY $3 BN:UK BUSINESS

Cutting cap ex by that large an amount is a 12+ month process. And telecom cap ex has yet to reach bottom.

[wahz]

covered about 1/2 my shorts and went long at 1327-1330. Pretty neutral right now.Playing that bounce Zeev expects....may be being too cute, since I still think we get to 1313.5 But we will see