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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST

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To: Mason Barge who wrote (5892)6/17/1998 12:14:00 PM
From: Fortinwit  Read Replies (2) of 10921
 
Any idea for shorts here?

I'm still short (well, July Puts) KLIC and NVLS. I'd take a short look at TER as well; it's trading at 125% above its 1996 low Price/Book, 125% above its 1996 low Price/Sales.

F.
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