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

To: Ian@SI who wrote (8418)7/5/2000 9:51:36 PM
From: Demosthenes  Read Replies (2) | Respond to of 10921
 
Ian,

<<I'm not interested in incremental plays for this month, but you might consider looking for largest % loss among stocks that you favour, then buy calls in that one alone.>>

I've been buying COHU and think I might buy a few contracts to boot just to get my feet wet in the options arena.

D



To: Ian@SI who wrote (8418)7/5/2000 10:14:54 PM
From: Jerome  Read Replies (1) | Respond to of 10921
 
>>..or just pick your favourite..<< That being the case the pick would be NVLS and possibly ASYT. NVLS reports earnings on the 17th, four days before options expire. They also report before the BTB comes out on the 20th.

I believe the pattern for tech stocks this quarter will become obvious once INTC and NVLS report. If they rise after reporting good earnings the rest of the semi's will do the same.

Regards, Jerome


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