Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 34.09

+2.4%

3:59 PM EST

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To: Zeev Hed who wrote (1399)	8/19/1998 10:49:00 AM
From: space cadet	Read Replies (2) of 3069

Zeev, as usual I agree with you. Dell's earnings are the end of the good news, and for the next few weeks I see essentially no news till earnings warnings season arrives. So how the market does now foreshadows how it will do this fall and how the market sentiment is. I believe we will undergo a steep fall this fall. Into the 7000's probably. I also believe that the semi and semi equipment makers are the most vulnerable and safest shorts. What are your favorite shorts and have you ever shorted any of the indices? I like amat and veco as shorts here. I haven't ever played with the indices yet but would like to learn. I looked at the spx a while back but the time premiums were outrageous, so that is perhaps true with the sox et al.

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