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Strategies & Market Trends : The Thread

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To: marquis103 who wrote (48264)	5/24/2001 8:25:08 AM
From: Mike E.	Read Replies (2) of 49816

Hi Russ! Good to hear from you again. Yep, my feeling is you'll get a chance to buy them (semis) back later for less. The SOX took a bigger hit yesterday than the composite did. SMH (Semiconductor Holdrs Index) still looks like a decent short play from here for now. (I say that while holding ATML in my longer term portfolio - grrrrr - too hard headed to sell it. <g>) And speaking of "second tier" and specialty chip semis, KOPN sure has been impressive recently on some good news releases. I hope you get more time to post now. Mike

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