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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (54360)4/22/2002 2:51:30 PM
From: DebtBomb  Read Replies (1) | Respond to of 99280
 
"the stocks are priced for perfection", semis are, IMHO.



To: orkrious who wrote (54360)4/22/2002 2:57:05 PM
From: Steve Lee  Read Replies (1) | Respond to of 99280
 
What r your thoughts on LLTC? I see you have shorted it and I shorted it again today also. The valuation combined with the exposure to telecoms combined with the broad top it is just below would seem to make it look good.

A little concerned about the inevitable bullish spin that will be put out with the book 2 bill PR so am easing into this one. Will trade around a core short that will increase as a buffer of profits builds up


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