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Strategies & Market Trends : Tech Stock Options
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To: donald sew who wrote (57896)11/21/1998 1:12:00 PM
From: Ramsey Su  Read Replies (2) of 58727
 
Donald,

I have in fact initiated a short position on AMAT. The only problem with the likes of AMAT and TER is the fact that the sector is doing so bad that short of bankruptcy, there is no more bad news. On the other hand, if there is just a tiny hint that someone is ordering 300mm, or copper, or opening a new fab, these stocks will explode a la amzn. Got to keep that finger on the buy to cover button at all times.

Ramsey
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