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Strategies & Market Trends : HEDGES -- Ignore unavailable to you. Want to Upgrade?

To: Laird Durham who wrote (14)	12/8/1997 10:38:00 PM
From: Steve168	Respond to of 29

Laird, Glad to know that you did the spread AMAT/LRCX. I see a very powerful year-end rally in the make, it will lift all boats including LRCX. I will wait for after about a 30% up, they both flaten out(stop ascending) for 2 weeks, then enter the spread. Please let me know when you have other good pairs. I think WCOM had grown too much in the past, could be profit taking and growth slow down due to bigger size. Another pair I am evaluating is YHOO/LCOS. I saw a magazine did some evaluations on search engines, they rated YHOO very good and LCOS very poor among 7-8 vendors. They both rely on advertising revenue, I expect YHOO continue to grow due to number 1 status, LCOS will lose market share to others. Again I am going to wait for LCOS to go up and stop, then short. I entered a long position on YHOO today because it broke a new high with 5M shares short position. Happy hedging! Steve