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Technology Stocks : Silicon Valley Group

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To: abcde_98 who wrote (1506)3/18/1998 11:20:00 AM
From: David Aegis  Read Replies (2) of 2946
 
abc and all--Anyone with thoughts on shorting ASMLF as a means of limiting risk/hedging a long term position in SVGI? Crosshedge risk? Comments on relative merits of product lines? What makes ASMLF so attractive that it has held up near its all time high while the rest of the stocks in this group got bombed? Is ASMLF somehow immune to a near term slowdown? Thanks in advance for any and all thoughts.

BTW, Schwab does not have any ASMLF available to short.

--David
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