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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?


To: jcky who wrote (14364)2/12/2002 3:50:14 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 23786
 
My thoughts are pretty much evidenced by the fact that I went short KLAC today.

I am nervous about the short position, but the charts say that it is the right thing to do.

The other part of the equation is that I am not one of the believers in a mild little recession being able to wring out all of the excesses of the 90s.

And

I think that AMAT, which has all appearances of being a good solid company, will be very careful not to have any things in their report that looks even mildly questionable. My bet is that caution is the theme.