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Technology Stocks : Micron Only Forum
MU 284.79-0.7%3:59 PM EST
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To: Knighty Tin who wrote (34678)6/10/1998 5:45:00 AM
From: valueminded  Read Replies (1) of 53903
 
Mike:

Kind of on a different subject, I held my nose and went long ROC, it seems that all the "intelligent" money is fleeing the region and all the news is bad. So far, I am underwater, but it seems to me that ROC at 6 3/4 with a 20% discount to NAV should be a relatively safe bet. I consider it somewhat hedged against the long puts on some of my semi stocks.

Also, does it make sense that ROC/Taiwan market should be dropping like a rock but the SOX hold steady or gain ? seems that their ought to be a little correlation since Taiwan is an electronics powerhouse (or so I thought so)

Any comments ?
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