Replies to post #64744 on Zeev's Turnips Patch-No Politics (ZEEV)

[jdaasoc]

Sell orders stacked high and deep on Island. It is starting to break down on what looks like flat guidance.

Best part of statement is

Expenses, particularly certain marketing- and compensation-related expenses, vary depending on the level of revenue and profits

My Intel marketing check comes every month.

[augieboo]

Zeev, (or anybody), do you know which Chip Equips make the 300mm equipment? TIA,


MDA Thread #board-1320
Turnips Thread #board-1125
Trading Info #board-1220
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[leon]

zeev, don't have all the final numbers yet but at first blush it appears those composite sentiment numbers i've mentioned before will get pretty close to those achieved at the mar. 02 high( they surpassed the jan. 02 high yesterday). will post them later. LEON

[Babylon]

I still think you are going to end up doing a 180, on your 180 call before the 6 months is up. :)

[Math Junkie]

A guy being interviewed on CNBC just now was saying he expects the equipment portion of that capital spending to be up 20% over last year. I think it was Ashok Kumar.

[Captain_Jack]

Yep Zeev,, & I never saw much of a run, or any run last, that did not have the support of SOX! Worried Bull,,