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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (12574)5/17/2002 6:18:04 PM
From: isopatch  Respond to of 36161
 
Michigan survey comes in higher than expectations:

Message 17481344



To: isopatch who wrote (12574)5/17/2002 10:58:02 PM
From: nspolar  Respond to of 36161
 
iso, still short KLIC. Covered all the rest of my semi-equip shorts for gains at the last dip. May re-enter some, if I think the ops are good.

Might want to read this.

biz.yahoo.com

Klic dumped over 10 % today.

I personally think many of the semis are valued for way too rosy a scenario. Plus some of them have substantial debt loads, like Klic, which isn't the way it used to be. BUT, I don't pertain to be an expert in semis, even though I do play em now and then.


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