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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: mishedlo who wrote (50705)4/12/2002 1:52:34 PM
From: ajtj99  Read Replies (1) of 99280
 
Mish, the semi's seem to be the last to go. They were trading near their post April 2001 highs (down only 7.5% 657/710) in August when the COMP was already down 25% from the highs.

I don't think this time will be any different. The semi's are attractive as a short when they bounce next, but options on them will kill you because of the delta and time factor.
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