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leon

02/17/03 10:41 PM

#77133 RE: Belgie24 #77117

Belgie24, i primarilly follow mxim, nvls and klac so i'll limit my opinions to those. keep in mind that if zeev's nassacre plays out as anticipated, the difficulty in projecting prices goes beyond prior support at similar levels and should attempt to include an assessment of the dispair most likly pervasive at that time. with that caveat in mind, i believe your O/B are more in line with stage 2 and not stage 3. if we get there, my O/B's would look more like this: mxim 16-17; nvls 15 area; and klac about 20. obviously alot can change between now and then, both on an individual basis and marketwise, but given there prior historical relationships, these are the area's that i would look for. LEON