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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: Winfastorlose who wrote (121859)	3/15/2019 1:13:16 PM
From: robert b furman	Read Replies (1) \| Respond to of 223034

Hi Win, I have no position in LRCX. sad to say. I did make a killing on selling some puts at 170.00 Talk about a roulette wheel -they expired to 00.000 just before the drop to 125ish. SOX looking killer here. My two semi's are Brks and Cohu (which is a great story and getting killed of late). An easy triple in 2 years. I've owned Cohu since 1978 ! Been in and out of it completely 3 times. They have just rolled up the test handling of all chips,and are leaders in wafer chip scale packaging (the other 20% of all chips made). They are the next LRCX or AMAT, but much smaller in size. Bob