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Strategies & Market Trends : Trading the SPOOs with Patrick Slevin! -- Ignore unavailable to you. Want to Upgrade?

To: sa-mule who wrote (5255)	6/9/2000 3:00:00 PM
From: Jack of All Trades	Read Replies (2) \| Respond to of 7434

I am in printed circuit board industry, things are pretty hot right now. Cap equip spending is in full force, the demand for new equipment to keep up with technology appears to be quite high. I think we are in infaltionary times, how it impact earnings is anyones guess. I just can't see how stocks that are priced for perfection will be able to deliver unless we have alot of aquitsions and the goodwill write offs with pooling of interest accounting continues. I am positioned short with June puts at the moment, and expect this ralley to fail... IMO