SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zeev Hed who wrote (24194)2/6/2000 5:56:00 PM
From: Ian@SI  Read Replies (2) of 25960
 
Mostly OT to Zeev,

Thanks for the encouraging words.

I still have a more optimistic outlook than you. I suspect that this upleg will continue for at least another 2-3 years. There's just too much money sitting on the sidelines to expect liquidity to cause a bear.

And as the supply of US govt bonds dwindles, I'd expect some of that liquidity to flow into equities. and we all know that the demographics are fabulous for the market for at least the next decade.

Agree that QLTI will continue to do exceptionally well. It's got at least a 2 year lead over the nearest potential competitor. And the FDA will rule within 11 days on Visudyne.

Friday, I bought back my ALXN which was called away at $35 2 weeks ago. Except I paid $55 to get them back. Essentially the shares are free with the PUTs and Call that I've sold. But I'll not sell another covered call on this company even if it's less than a week from expiration and the stock has just had a solid run. That strategy cost me almost $18.50 a share last time. or hoping to buy back in below $36 cost me.

This company has 5 phase II trials underway, each of which may yield a major blockbuster.

So, in summary, I just don't see any serious setback in biotech, high tech, communications equipment or the Chip sectors any time soon; and certainly not within 2 or 3 years.

JMHO,
Ian.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News