Replies to post #81358 on Zeev's Turnips Patch-No Politics (ZEEV)

[allsmall]

INTC niles at lehman raising numbers

Raising Q1 fr $0.12 to $0.13, FY03 fr $0.60 to $0.63, and FY04 fr
$0.80 to $0.82.

[Richard63]

Zeev,

Is it possible the guns are loaded ...... the market perceives that it will be a war of short duration .... ergo, discount the defense industry?

[Richard63]

Zeev,

Is it possible the guns are loaded ...... the market perceives that it will be a war of short duration .... ergo, discount the defense industry?

[Babylon]

If (big IF) you were going to position yourself for a delayed GN-03, and play the potential run, how would you go about it....buy the news?

[gfs_1999]

Zeev, about defense stocks divergence IMO is due the market and Bush friends are thinking that this war will be quick.


IMO as soon US start an attack SH will leave Iraq like Bin Laden did.

Regards
GFS