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


To: CrayUSA who wrote (119254)7/29/2004 4:46:16 PM
From: Mark Konrad  Respond to of 208838
 
ACLS...thanks, Cray. Yeah, I like the risk/reward at this point. Scooped some off the table this morning and added shares again before the close. Semis are due for decent bounce here, imo. I also picked up some of the other usual suspects recently: AMAT, LRCX, ALTR, PMCS, CY, FLEX, SANM, AMCC, etc--MK--