Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : From A to Zeev" -- SI Sacks Zeev -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (636)	9/7/1999 7:00:00 PM
From: Zeev Hed	Respond to of 708

Tim, you are right the whole sox is on fire (I suggested almost two months ago that money will be flowing from the DOT to the SOX and it has). I prefer TER in the group, but that is for the same reason that I like AMAT and NVLS more than I like CYMI and VECO (which I like both, VECO is actually one of the few bargains left <G>). I am not in SYBS for now, and while $10, might not be in the cards, it did drop from 13.375 to $9.125 on the mini scare we had about a month or so ago, so a larger scare could bring it back down there. But, yes it does seem to be under some serious accumulation here. As for RMBS, I think that it is going to "back and fill" for a while and still see an opportunity to get back in in the low $80, I am not in right now, but am looking for some FUD to cause to get back to my buying range. PRIA, like the rest of the SOX looks good, but I have a feeling that the whole group might come back under some minor pressure in the next two months, nothing too serious, mind you, yet some retrenchment. The one I really like because of the scenario is MU, but that is another risky story, similar to the MVIS story we had in April. I will not belabor on those that I do not like for fear of bringing a swarm of bulls (for those stock) to this moribund thread. Zeev