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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (8366)4/20/2000 10:06:00 AM
From: Terry D  Respond to of 10921
 
Re -SVGI -

Someone was taking stock in front of me! I stopped at 27. The call starts in 30 minutes.

Net sales increased @3.5 x 99 while costs only rose 2.5 x.
R&D and mg&a were contained.

BTB of 1.5

Q2 bookings up 84%

Can't wait for the call.



To: Cary Salsberg who wrote (8366)4/20/2000 11:56:00 AM
From: Jerome  Respond to of 10921
 
Cary, next thing you know I'll have you buying options on this stock. (BG) The Sept 20's are 9 5/8 to 10.

One of the strategies of the option is that IF (big IF)
SVGI starts to trade much higher by Sept., a decision can be made to exercise the option in hopes of a further gain. But at todays price its not likely to trade a whole lot lower.

Jerome



To: Cary Salsberg who wrote (8366)8/3/2000 11:05:47 AM
From: Jurgis Bekepuris  Respond to of 10921
 
Cary,

Bought KLIC @ 14 1/8 today for
reestablishment of semiequip positions.
Will add at 30% drops to KLIC or other sector companies.

Take care

Jurgis