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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (15633)5/10/2001 10:33:55 AM
From: Sam  Read Replies (1) | Respond to of 30051
 
Has the "train left the station" or not? Morgan vs. Goldman, a battle of the titans:

10:08 ET Goldman: Train Has Not Left Station : Commenting on this morning's call on semiconductor equipment
stocks by Morgan Stanley, Goldman Sachs says that there is near-term downside risk as the bar has been raised
for the group with comments by LRCX and NVLS that orders would tick up sequentially this qtr; thinks it as at
least 50/50 that uptick doesn't occur and the stocks will react negatively... Sees upside over a 12-18 month
period, but does not believe that the train has left the station; would not chase this move.

Briefing.com



To: Zeev Hed who wrote (15633)5/10/2001 5:47:21 PM
From: mishedlo  Respond to of 30051
 
Zeev well I got whipsawed as well but at least it was profitable. Bought puts at the open and on that big bounce off 2170 or so I took my profits (sigh). Not much but I suppose profit is profit. In every case I would have done well to stay in.

I did stay in IBM from 118 and KSS and FD near the highs but blew it on CIEN VRTS SEBL BEAS VRSN AMAT all very much more profitable if I stay in longer. Sigh.

M


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