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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: Frederick Langford who wrote (77292)10/11/2002 12:31:24 PM
From: Paul A  Read Replies (1) | Respond to of 208838
 
Fred- would LOVE to hear your thoughts on the defense plays.. Starting to look like they gave up the war premiums a bit here.. LLL, ATK, even INVN.. and of course EASI..

Im short ALOG, but thats really just based on the chart.. not marrying that position..

If you get a chance- would appreciate hearing your speculation.