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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: Rob S. who wrote (9501)9/1/1998 9:01:00 AM
From: Samuel R Orr  Read Replies (2) of 11555
 
Rob, That's a good way to look at it, but the irrational exuberance segment may be worth another two thousand DOW points. Your prior post about nibbling on options makes sense for those sufficiently astute to do it well. This morning's futures are up, and so much of this market is expectation and perception that a buying swell of optimism may sweep through today. The technology sector, in particular, contains some great values. Altera and Dallas Semiconductor, among the non-memory semiconductor companies, and even LSI have caught my attention at today's prices. Maybe we'll get some panic buying today from those afraid of being left behind. Regards, Sam
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