Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Joe Copia who wrote (5772)	3/7/1998 1:53:00 PM
From: AlienTech	Read Replies (1) of 120523

>>April/May puts on the SOX index is a smart play !!!<< Hmm errr shoudnt you at least wait for next weeks semi conference and see whats going on first? Some have already revised growth rates and estimates. AMAT for example have flat q's this year considering they didnt take Korea into consideration, considering everyone thought semi's are growing at 25-30% an year and now revised to 5-10% dont you think a lot of it is already in the price itself? TXN went UP after their analyists meeting on thursday, I dont expect the sox to go below 280, considering that some companies are doing great and some arent, depends on the management mostly. Now playing individual companies at their highs is different. Dont think afl getting a 50% hair cut will drop the sox more than the spread..

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