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Strategies & Market Trends : Tech Stock Options

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To: j g cordes who wrote (36027)	3/5/1998 10:21:00 AM
From: Jerry Olson	Read Replies (1) of 58727

Jimmy The front end guys, AMAT-KLAC-NVLS-ASMLF(big exposure in KOREA), and the back end guys KLIC-SVGI-UTEK etc should all have some problems steming from a slowing PC market...Jimmy trickle down right???? I like OILS now, and medical devices, GDT-MDT-AVEI, i will look at my Dorsey site into the Bullish Percent's of all sectors... If a sector is above 70% it's a sell, and below 30% is a buy...we are in toward the higher end currently in most sectors...jusat a couple of months ago the semis were in the 30& range and are now in the 68% range, cappish???? I'll get back to you, might even copy & paste<g>....

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