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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: The Perfect Hedge who wrote (10367)	12/6/1997 6:53:00 PM
From: robnhood	Read Replies (1) \| Respond to of 18056

glen,,,<you guys are the blah blah blah> Thank You,,,<gggg> rdrr

To: The Perfect Hedge who wrote (10367)	12/6/1997 10:54:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 18056

Glenn, if you need an "ego trip" for having been right in shorting the high flyers (YHOO, AOL and CSCO), then go ahead and have some duck shooting seasons. You may find, however, that you are shorting in the midst of a little short squeeze. If you feel like shorting with a little less risk, chose those that are still at quite high valuation but have lost momentum. Right now, you may want to wait a tad until the new money early in January has been deployed. You probably can get some KLIC and KLAC and few other of these about 20% higher than they are today and going snmack into overhead supply. Zeev