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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (25147)9/30/2000 11:48:19 PM
From: semi_infinite   Read Replies (1) | Respond to of 25960
 
If you are convinced, then it's rather simple -- short cymi and other semi-equips.



To: Zeev Hed who wrote (25147)10/1/2000 10:44:53 AM
From: WTSherman  Read Replies (1) | Respond to of 25960
 
Zeev, I basically go back and forth between bio-tech/big drugs and tech/semi's. They seem to have an inverse relationship for some reason. I also hedge with out of the money index puts.

I should have added in my other post that I do think that the October earnings period will bring some relief from the fear syndrome that's in place,but, once October is over it will start all over again...


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