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: Dave Gore who started this subject	7/23/2002 5:31:19 PM
From: JWest0926	Read Replies (1) of 16631

Any thoughts on trading the Semi's? I feel going forward, they will continue to be hit. I'm thinking about putting on a spread, short KLAC, long a value play. Do any of you brains here feel KlAC is fairly valued or even undervalued? Is its PE really warranted? Any comments on which Semis are clear values? I'm considering TQNT, bouncing off support on the monthly. Any comments greatly appreciated. Jon

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