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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 685.66+0.2%Dec 5 4:00 PM EST

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To: Haim R. Branisteanu who wrote (74407)4/6/2001 9:07:46 PM
From: Square_Dealings  Read Replies (1) of 99985
 
Because VSH's offer indicates that SEM is 25% undervalued relative to VSH stock and theres a possibility if a deal goes through I end up owning VSH stock anyway.

If I had any more in tech right now I would probably by CGNX or something but for now SEM is the only "tech" stock I own right now. Definitley watching to start buying some of the real companies over the next week or two, I expect next week to be kind of tough too since this weekend the majority of tax payers will probably have their returns figured out.

M.
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