Bosco & Crossy's stock picks,talk area Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bosco who wrote (2328)	11/20/1997 6:09:00 PM
From: Crossy	Read Replies (2) of 37387

Bosco & all, look for IPEC to be one of the top performers in the semi equip field. This company is poised for a runup to old strength. Currently around $20. Any weakness is definitely a buying opportunity (Should be a slight dip next week). KLIC was the right thing for me to load up right now. Up nicely. Tomorrow should be a SUPER day for semi equips. AMAT beat estimates easily. Excluding a one-time charge 0.49 vs. consensus of 0.46. This looks good for the whole field. The whole sector should be again in the upgrade cycle. Everybody seems to realize that those SE countries will have to actually produce something. So semi capital expenditure could be even boosted by focus-pressure. In short, I'm very bullish for the December-January period. I think we might see new highs in the NAZ late this winter before another mild correction may provide an entry opportunity again. Anyway, this time I will hedge my bets by getting Index-puts end of December.. best wishes CROSSY

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next