Replies to post #64879 on Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

" By the way, I tried to get back in CCMP at $54 in AH, no luck..."
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Zeev...

I won't even tell you what I was wanting to cover CCMP at - obviously I was not even in the ballpark. It traded very little in AH. Perhaps tomorrow.

Futures are still negative, but it's a long time until morning so anything could happen.

mlsoft

[Applehead]

<< My guess is a staggered retreat with some Sox companies still climbing while other starting down (we saw SNDK then ZRAN start their own break downs, though that was stopped temporarily here). >>


I tend to agree Zeev. The Semi's clearly looked toppy on the dma info early last January --

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=16887258

We know the Nasdaq just crumbled from there, yet NVLS and AMAT of the semi equip we kicking some tail all the way through May (they were each up 15%- 20% over Jan highs)--

http://finance.yahoo.com/q?s=nvls+amat&d=c&k=c1&t=2y&a=v&p=s&l=on&z=m&am...

i always found that interesting, if not very surprising...

Applehead