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Strategies & Market Trends : Trade/Invest with Options Jerry a Point & Figure Chartist -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Olson who wrote (5820)5/6/2002 9:01:55 AM
From: Frederick Langford  Read Replies (2) | Respond to of 5893
 
08:35 ET Positive comments on semis by Merrill Lynch : Merrill Lynch believes that the past two weeks represent the biggest decoupling of industry fundamentals and stock prices since April of 2001, and that April 2002 would have been a great time to buy semi stocks as the industry's recovery becomes increasingly apparent; based on the themes of portability, market share gain, and pricing power, firm would be buying shares of MCHP, MRVL, ADI, MXIM, and INTC.



To: Jerry Olson who wrote (5820)5/6/2002 11:24:58 AM
From: paulj  Read Replies (1) | Respond to of 5893
 
Could have traded them via IJS or IJR iShares. I agree though that it's probably too late to enter long.