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Technology Stocks : Stock Swap
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To: Trader X who wrote (10299)12/11/1997 3:57:00 PM
From: John Westman  Read Replies (1) of 17305
 
This is shades of last February when I watched my AMAT and KLIC (purchased after a 50% hit) drop another 25 to 30%.

I'm curious how you see MTSN & SFAM those were both 40% for me earlier this year and haven't paid any attention to them since I sold. Both have been whacked pretty hard from my exit points of 15 and 43.

You seem to be more active on the buy side lately PLAT & AMCN - are these exceptions or have you changed from your theoretical portfolio move into gold and treasuries?

Enjoy your comments.

j
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