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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (11433)9/4/2003 11:54:28 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 95639
 
Cary,

I am curious as to what your targets are for total IC revenues going forward, as much as this can be predicted of course. This is something very difficult to measure for next year, let alone 2 or 3 years from now.

TIA

Brian



To: Cary Salsberg who wrote (11433)9/4/2003 12:34:15 PM
From: willcousa  Read Replies (1) | Respond to of 95639
 
I am thinking about selling CC's as we approach what appears to be a top. If I am wrong I give up some upside. At that point the call premiums are wildly rich. This gives you some cushion if the stock begins to drop away in which to get the positions sold.


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