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Technology Stocks : Texas Instruments - Good buy now or should we wait?
TXN 176.29+0.1%Dec 19 9:30 AM EST

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To: Bilow who wrote (1838)10/23/1997 7:54:00 AM
From: valueminded  Read Replies (1) of 6180
 
Carl:

I appreciate your insight, especially in relation to ti and the semiconductor industry. A couple of questions: (just as a note, my own research leads me to be bearish especially on the stocks noted below)

What do you feel the future holds for Mu and Muei ?

What about buying puts on semi-equipment manufacturers. Especially given that a great percentage of their equipment is being sold to the asian market. It appears with the latest currency crisis etc, that capital may be getting scarce. ?

What are your recomendations for some additional bearish / hedging plays - i.e long gold /gold stocks. Short amazon/etrade/aol etc. (Btw, do you know if amazon trades options )

thanks
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