Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Sam who wrote (82363)	1/24/2019 6:06:00 PM
From: Elroy	Read Replies (1) of 95487

I think you buy when there's blood in the street and you despair of the stock going up. The puts are just a bet that the WDC report will be worse than expected. I agree in general with your view, though. My hunch is the real blood in the street comes around Q2 2019. Something like that. Just a guess.

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