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Strategies & Market Trends : Tech Stock Options
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To: Douglas V. Fant who wrote (6896)4/4/1997 9:55:00 PM
From: Jerry Olson   of 58727
 
Doug: Thanks for your insightful post. I know what your saying about costs in the semi-equip makers. But the KEY to this is revenues and orders. I suspect that for my little KLIC revs. will be very--very big next 2 Q's. And maybe the biggest in their history. I feel extreamly confident that they will at least meet street #'s this Q and KILL them the next 2. There has been increased costs, but the perception is down the road not behind. I like this group as a good short term trades.. They are moving both sides nicely. There are opportunities in NVLS AMAT KLAC and yeah, even KLIC. Doug there's $$$ to be made without being too nervous. Nice to hear from you again, happy trading Jerry
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