Replies to post #102064 on Zeev's Turnips Patch-No Politics (ZEEV)

[crazy bob]

Zeev, what about IBM dark side? tia

[Koikaze]

For those interested, I've just added a few items to the Zeev's Ideas Board (#board-1351).

Fred

[JLSegal]

NASD short interest out for April: up 2.8% to a fresh record high of 4,456,502,765 shares.
Very interesting. I truly expected the opposite, to help explain at least some of the recent market strength.
Note also that some of the "snorters" (ie., NTAP, JNPR) short interest increased substantially over this period (appx. 20% for both), meaning, that their recent run can not be explained by short covering. Imagine what would happen if Bernie Schaeffer is correct in saying that if the market is able to hold these levels, we may be headed to over 2000. That would be hard to believe, given the poor fundamentals, but, shorts running for cover could do it, IMO.

[jdaasoc]

RE T

Ma bell is prettying herself up to be sold just as long distance carrier IMO.
I was talking to "survivor" who works for consumer long distance and he seems to think his job and many others in NJ maybe going to either Georgia or Missouri. Independently, I heard that either Bellsouth or SBC was going to buy long distance division.

It is risky to be short this market when even laggards are becoming good buyout targets as free cash flow for large cap companies improve.