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To: orkrious who wrote (218976)2/5/2003 2:10:23 PM
From: Earlie  Respond to of 436258
 
Ork:

LOL!!

You've really "arrived" when they jam the arrival of your newsletter. (g)

I'm with Fred. The semi equips are delightful targets for patient bears. I've been in and out of them over the past two years and have no complaints, although once in a while, the fact that they are "hide-out" stocks for the large funds, means that one can get whip-sawed rather brutally.

Current favs KLAC and NVLS look ripe to me and have been solid rides.

Best, Earlie



To: orkrious who wrote (218976)2/5/2003 2:32:14 PM
From: reaper  Read Replies (2) | Respond to of 436258
 
ork -- Annaly missed, trading down, got a downgrade. is the one way, WAYYYY too crowded leveraged mortgage trade starting to come undone????

Cheers