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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Frank Povoski who wrote (7718)4/5/1998 12:30:00 PM
From: stevebro  Read Replies (2) | Respond to of 11555
 
take a look at historicals-this next 3 mo is the next weakest
period in the group behind octobers.
i'm long stock since dec, and long may calls, but will sell the
calls in the next 2 weeks, praying for group rotation before
overall stock market cash inflow has it's usually after tax
dip effect
I think we're all right in that this stock is the next multiple
move within peergroup, but keep the big market picture, and group
beta historicals in focus



To: Frank Povoski who wrote (7718)4/5/1998 6:32:00 PM
From: Rob S.  Read Replies (1) | Respond to of 11555
 
No, I don't mean to short the semis but to short sectors and stocks that have moved up to or past 12 or 18 month targets. I'm not shorting anything in the semi sector - just a couple of "darling stocks" that have incredible multiples and dubious chances for continuing to outpace the growth of the market.


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