Dave Gore's Trades That Make Sense Message Board

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Strategies & Market Trends : Dave Gore's Trades That Make Sense

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To: islug who wrote (8217)	6/18/2002 11:04:41 AM
From: Dave Gore	Read Replies (1) of 16631

ALL -- BTK now positive; SOX up 2.4%. MLNM just broke $13 and AMAT and other chips doing well. I also like ATML, mediocre fundamentals but MCHP beat and ATML announced a company B2B of 1.10 a month or so ago and likely is doing better. Also fairly near 52 week lows. I don't own NVDA at them moment, but it could rocket back up anytime. Very low PEG and reasonable PE. I think a good B2B expectation is now circulating. Two firms at least are predicting as much and many remember May 8th. Plus there is a noticeable lack of bad news being propogated today, just like yesterday. This may be a week to make money on the "long" side. We'll see, we may need both ORCL and the B2B to give us good news after the bell.

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