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Biotech / Medical : IVAX Insider Trading -- Ignore unavailable to you. Want to Upgrade?

To: 5,17,37,5,101,... who wrote (399)	1/13/1998 1:26:00 AM
From: flickerful	Read Replies (1) \| Respond to of 756

hmm... i would suggest re-entering idti after earnings are released, but that would just ensure that it has some kind of a pop, no doubt. but then again, even if they are not flat, it is futile to bank on a predictable reaction in this environment. earnings-wise, the semis are dicey, to say the least: on one hand we have vtss, and lattice, among others...on the other amd, and intc, among others (i would count on something asianesque to account for the inevitably shrinking margins, deflated sales, and/or wretched excess inventory ready to dump at fire sale prices...exaggerate, you say? well. maybe, just a little, but it is not out of the realm of possiblity....even of probability.) and, if the earnings are flat: will the market be forgiving based on the recent feeding frenzy, a bit assuaged by the news? gawd,i have no idea. but that mailpiece was a nice grace note; too bad it said zip about the C6 or C6+...i half expect an announcement in that regard any day. honestly, if i were you, i would reestabish a bunker to hedge my bet: at least then you have a reasonable hook which may be fortified soon thereafter according to the trading. it seems a psychologically grounded move, especially in light of your patience unil that point. randy ps frosty is out of control; but how i want to believe! one fell swoop, yeah, that works for me...i hope you are right, and you can call me a fool.