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Technology Stocks : ChipPAC (CHPC)
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To: jttmab who wrote (7)11/6/2000 5:01:12 PM
From: Sun Tzu  Read Replies (1) of 15
 
Thanks Jim. On the AMAT thread, I suggested the (local) bottom of AMAT at 43 (it went to 40.5 for about a minute and backed up), CYMI at 19, MU at 28, CY ~32, and suggested shorting RMBS on strength after their report (~67) and covered the short in low 40s. The only one that did not go quite as I wanted was CY, but even that was not too bad.

The problem is that the "public relations" just takes too much time. One gets caught up in answering too many questions or maintaining a reputation. Not to mention one would feel rather obliged to inform others of a change of heart and... you get the idea. It is more work than it's worth.

So I am not as vocal anymore as I used to be. These days I am mostly out of the market. There is still a lack of confidence out there that is a hindrance to my way of investing. But things are improving and I am building a position here and there.

cheers,
ST

PS Short term, I am not as confident on MU anymore.
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