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To: Joe S Pack who wrote (12747)10/24/1997 7:36:00 PM
From: Sundar Rajan  Respond to of 50167
 
Karun >>Here is my dilema:
I took a small position in AMAT @ 30 13/16 (now wish I had bought more), bought some Jan 95 TXN calls (a la Iqbal), Apr 70 Intc calls. I already have WDC at a higher price and may add next week. I would look at AMAT first before others - there was a guy on CNBC who said AMAT and LSI are sure doubles in two years ..



To: Joe S Pack who wrote (12747)10/24/1997 11:05:00 PM
From: Mark  Read Replies (1) | Respond to of 50167
 
PMFJIN,
MSH might be it. Take a look.

amex.com



To: Joe S Pack who wrote (12747)10/25/1997 11:04:00 AM
From: Cynic 2005  Read Replies (2) | Respond to of 50167
 
Karun, may be ASND. WDC despite having a low PE, looks like an excellent short to me.
-Mohan