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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Joe Copia who wrote (5772)	3/7/1998 11:54:00 AM
From: Jerry Olson	Read Replies (1) \| Respond to of 120523

Makes sense to me Joe!!!! I;m going to look at the SOX on Dorsey... I found another good put play...AFL...an accident waiting to happen...IMO...BIG Asia Exposure..missed the number last Q, and has been "downgraded by 2 brokerage houses" and IT STILL HIT A 52 WEEK HIGH!!!!! Unreal!!!! huh??? Later, Jerry

To: Joe Copia who wrote (5772)	3/7/1998 1:53:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 120523

>>April/May puts on the SOX index is a smart play !!!<< Hmm errr shoudnt you at least wait for next weeks semi conference and see whats going on first? Some have already revised growth rates and estimates. AMAT for example have flat q's this year considering they didnt take Korea into consideration, considering everyone thought semi's are growing at 25-30% an year and now revised to 5-10% dont you think a lot of it is already in the price itself? TXN went UP after their analyists meeting on thursday, I dont expect the sox to go below 280, considering that some companies are doing great and some arent, depends on the management mostly. Now playing individual companies at their highs is different. Dont think afl getting a 50% hair cut will drop the sox more than the spread..