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To: H James Morris who wrote (124571)5/4/2001 9:37:30 AM
From: gladman  Read Replies (2) | Respond to of 164684
 
I'm short CCMP. They mfg a slurry used to polish semi conductors, demand in Q2 & Q3 should be disastrous for the semi's coupled with current inventory buildup. Thinly traded. Target is in the 30's.

I'm bearish on chip stocks and networkers, take your pick.

If you're looking for an energy stock long, consider ILA.



To: H James Morris who wrote (124571)5/4/2001 9:59:38 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
I'm going to lighten up on my techs this morning and take some profits.

If everyone did that, the market would fall.