Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 268.10

-4.8%

Nov 20 4:00 PM EST

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To: Return to Sender who wrote (2808)	4/17/2002 12:10:59 PM
From: Cary Salsberg	Read Replies (2) of 95450

I don't really trade. I am in an accumulation phase for a LT move. I try to lower my average costs by selling covered calls. Today, I entered GTC limit orders to sell MXIM NOV $70 CC @$5, LLTC NOV $55 CC @$5, and ALTR OCT $32.5 CC @$4.5. These reflect my feeling that top quality has got or will get ahead of itself. I already have CCs on AMAT, KLAC, NVLS, XLNX. Recently, I bought ALTR and LLTC and immediately sold CCs to lower entry cost. I have a suggestion for Don's tables: Peak circa 2000 prices, revenues (Q and Y), earnings (Q and Y) added to current price and earnings( maybe add sales) estimates. This lends perspective on valuations.

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