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: im a survivor who wrote (15767)	2/11/2003 10:12:42 AM
From: Bruce A. Brotnov	Read Replies (2) of 16631

I pulled out of ATML a couple weeks ago when the market and semi's started dropping as I cleared out of "speculative stocks" that don't have earnings yet. When semis pick up I'll consider trading it again. I also got out of RFMD and went to quite a bit of cash. Still holding JCOM though which is the top rated stock in Poormans database with a rating of 10 (max 12 pts). I don't expect to see much improvement until we get past Iraq, although it seems to be getting some life on specualation about AMAT earnings, but I am not a buyer here as risk is too high. Bruce

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