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Strategies & Market Trends : Tech Stock Options
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To: Jerry Olson who wrote (26847)10/24/1997 12:57:00 PM
From: Taqi Hasan  Read Replies (1) of 58727
 
Jerry,

Overvaluation is not just the only problem with the semis/semi equip makers, lowered demand is forecasted in 1998 and the current Hong Kong problem isn't helping either.

AMAT sells a lot of its equipment to the Far Eastern countries, economic problems there will put pressure on their revenues for the next few quarters. I think their eps in Nov will be fine but future forecasts won't be too exiciting.

Sold my LRCX puts this morning for a 150% profit, hard to get that these days. Keep an eye on NeoMagic (NMGC), they are in the same business as S3 but are doing much better. They have had great sequential revenue growth since they went public last year. I will
be buying the Dec 15s or 17-1/2s.

Regards,
Taqi
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