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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Second_Titan who wrote (10200)	11/2/2001 4:01:18 PM
From: jim_p	Read Replies (1) \| Respond to of 23153

I'm not that brave. I like to short over bought stocks in a down sector. If the SOX breaks out above 490, it could be painful. Jim

To: Second_Titan who wrote (10200)	11/2/2001 7:54:04 PM
From: Sharp_End_Of_Drill	Respond to of 23153

Quehubo, <<<Anyone think shorting semi's today is a good bet? >>> I think it's pretty safe. MXIM was my flavor of the day. Just think... if their quarter comes in around $300 million revenue and zero net income (which is unlikely - a loss being probable) their PSR will be an astounding 13, and their PE will change from 56 to 83. Both valuation numbers are horrendous, but with the trend are fixin' to get much worse. Their PE will disappear in a couple quarters and their PSR won't improve unless they uncork a revenue genie, or their price crashes. I don't feel too un-safe on this one. Sharp