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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (3898)	3/14/2002 10:51:10 PM
From: acuransx_2000	Respond to of 16631

Only semi I like is OVTI.

To: Dave Gore who wrote (3898)	3/14/2002 11:17:30 PM
From: Baton	Read Replies (1) \| Respond to of 16631

Dave: I have traded TQNT pretty successfully over the past two years. Right now I'm holding some losing shares from around 12.5. It was strong today, so I think it has formed a base. If I could get it under $11, I would feel pretty good about filling out the rest of my position. I feel that when the semi cycle returns, TQNT should return to $18-20 quite easily. Problem is I'm just not sure when that will be. Baton

To: Dave Gore who wrote (3898)	3/14/2002 11:51:29 PM
From: Smart_Money	Read Replies (1) \| Respond to of 16631

How is the horse race on the contest. This will be a close one.

To: Dave Gore who wrote (3898)	3/15/2002 1:26:59 AM
From: Bruce A. Brotnov	Respond to of 16631

Dave, I am adding CCMP, KLAC and SGMA (low vol) Prophet, Acu, All: Semi stocks - getting the list ready for re-entry. Where does your favorite semi stack up? CLOSE --- EPS FY02/FY03 --- PE/02 PE/03 CCMP/63.30 ------------ 1.82/2.75 ----- 35/23 KLAC/63.09 ------------ 1.00/1.26------ 63/50 SGMA/3.80 ------------ .38 9 ICST/21.02 ------------ .61/.87 ------- 34 -- 24 QLGC/47.82 ------------.82/.98 ------- 58 -- 48 EMLX/28.25 ------------.48/.66 ------- 59 -- 43 LSCC/18.79 ------------ .26/.51 ------ 72 -- 37 BRCD/27.02 ------------ .28/.53 ------ 96 -- 51 XLNX/40.67 ------------ .26/.46 ------ 156-- 88 ATML/8.70 -------------(.11)/.22 -----n/a -- 39 HELP OUT! Copy this post and add others to the list of send them to me, please