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


To: Donald Wennerstrom who wrote (28965)3/1/2006 2:05:35 PM
From: auriculatus  Read Replies (1) | Respond to of 95757
 
Don, yes, it could go either way, but if the run-up continues tomorrow, a "sell the news" scenario is likely, unless they really raise estimates a lot. Also, they never give guidance during the mid-Q update, so there will be no outlook to Q2 from them.

I am still holding back on selling the calls. The short term chart looks like they might have another good day in them tomorrow, if they can close near today's high.