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Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?

To: tony sidhu who wrote (30899)12/11/1997 9:45:00 AM
From: Kevin  Read Replies (1) | Respond to of 58727
 
Hi Tony. Sorry 'bout KLIC.
I think the company has good fundamentals, but the warning about slow transitions and orders from Korea concerns me. I'll be interested in the outlook when they report in the third week of Jan. I don't believe this stock is only worth $18...in fact I think it's worth about twice that. But I will not bet on it until I see the Jan earnings and hear what they're saying about the next few quarters.

Take care.



To: tony sidhu who wrote (30899)12/11/1997 10:22:00 AM
From: Jerry Olson  Read Replies (1) | Respond to of 58727
 
Hi Tony

Yeah they announce new orders last week from Hundayi and then warn about push outs!!!!! OUCH!!!

I wrote covereds against my shares and bought some protective puts for Jan...I 'll buy back my calls soon, and then wait for the coming rebound(technical), and sell them again, & again, & again!!!!

I bought some puts on KLAC too...Even thought AMAT et all have been downgraded, the co's could WARN too...

Stay loose guy, Jerry


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