Replies to post #437425 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

SNDK hoping to cover in the $57's ....pivot support of $58.25 looks to fail here...

SanDisk-SNDK downgraded to Sell from Hold, tgt $45@DBAB

The broker believes SNDK's NAND IP position is under threat as checks indicate that Hynix is currently ramping MLC aggressively. Micron-MU plans to sample MLC in Q1 with volume production in 2H06. Additionally, the firm believes there is a possibility of a sharp ASP decline in Q1, given strong capacity ramps, and some slowing of MP3 & cell phone builds

[MyHunch]

Got a little VPHM here at 17.65 and looking to take a position in IPII.

[madrose1]

covered SNDK on 3rd wave~pushdown low $57's...$57.30 from $58.60...out +1.30


stil holding INTC short from $25.33, se how it handles this 3rd trip to lo of $25.15 area

[was hotlinktuna]

XWG 5.50 +.20 HOD may be about ready for a rally Zeev...really got belted hard a week or so ago...tuna

[was hotlinktuna]

Zeev, ELN 10.65 +.58 is another mover recently on strong volume...in 10.43 this morning on it...tuna