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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: esterina who wrote (3948)7/29/1998 2:38:00 PM
From: Trey McAtee  Read Replies (1) of 6565
 
esterina--

well, i am still positive, believe it or not, on most of my semi positions, and just a little underwater on AMD. i am however looking for an exit on AMD. i think the days of premiums on x86 processors is over, for intel as well as AMD.

i just thought kurlaks comment was kind of funny since he didnt say a thing about VLSI, and its down, but he did mention MU, which is up. still buying puts on it. talk about obscene valuations....i would sooner buy YHOO at 200 than MU at 30<G>.

good luck to all,
trey
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