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Strategies & Market Trends : Galapagos Islands
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To: Lost1 who wrote (5187)10/7/2002 11:54:07 AM
From: Techplayer  Read Replies (1) of 57110
 
Lost1, I have a difficult time paying any premiums these days. I am fearful that the churn will catch up with everyone that is expensive. If i am to play the chip sector this year, it will be short or long with companies near book value. NVDA and ESST look terrible on the charts but both are nearing attractive levels. Once there is a nasty down day, I may start picking up small positions in them.

TP
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