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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?


To: cyanideinvestor who wrote (16038)4/12/2001 12:25:15 PM
From: ColtonGang  Respond to of 37746
 
Christine Callies of Merrill Lynch

Positive case for technology
Sees key catalysts in place
Depressed multiples
Stabilization of negative news flow
Ample credit
Scale back into PCs, electrical components select semiconductors
Likes DELL & CPQ in PC Sector
Likes TXN in Semiconductor Sector
Likes AVT in Electrical Components



To: cyanideinvestor who wrote (16038)4/12/2001 12:27:25 PM
From: ALTERN8  Respond to of 37746
 
I will short more if the COMPX falls below 1900. My shorts were within cents of my stops at the top. If my stops execute I will go long.