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Strategies & Market Trends : Sharck Soup
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To: DebtBomb who wrote (17092)4/19/2001 8:45:10 AM
From: Paul A  Read Replies (1) of 37746
 
Thanks for posting that Dale..

I think if you have the guts to short like I do, Semis is the place to do it.. I 100% absolutely do not see any single reason to buy these stocks now. Even what little optimism intel offered was simply because they left such a wide range to miss/hit/exceed, and I doubt they have any clue as to what next quarter will bring. Intel has a habbit of doing that when they report lousy numbers..

MU is a better short than AMAT, but my favorite short is CCMP.. This is just pure short covering..
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