Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (1291)	1/5/1998 5:24:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 3813

Hi Eugene...sure looks good. I've been nervous on NVLS and AMAT though until after INTC reports next week I believe. Could still see an earnings warning from one of the big tech bellweathers in the next week or two...could send semi-equipment makers south. Saw news come across the wire this morning that someone was speculating INTC may have an upside surprise. I think the key this quarter will be forward looking comments accompanying earnings. I sell options so I need to be more careful than those buying the stock...have a limited recovery time if the stock were to gap down on me overnight. Dangerous season for selling puts. sf