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Strategies & Market Trends : Tech Stock Options

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To: donald sew who wrote (38504)	4/7/1998 1:14:00 PM
From: John Sikora	Read Replies (2) of 58727

Donald, Profit taking...pure and simple. And the recent warnings from tool vendors VIAS and PTUS provided the trigger. Many 300% gains in 12 months in the group as well. If you are looking for earnings visibility and outperformance for the year at a minimum the best of breed are KEA CHRZ IMRS CBSL MAST SYNT CPWR CDO TAVA It would be hard IMO to play this index as a whole because the disparity between who is real and who isn't.... is profound!...There are some companies in the index like DDIM for example to be avoided. I'm a call buyer this morning in IMRS and KEA... john

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