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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (9625)6/4/1998 7:15:00 PM
From: giddy guru  Read Replies (1) | Respond to of 42787
 
//gg//

Judy,

Any thoughts on the recent pullback on CMGI?

PFE is still in the trading range 100-115. Will add to my leaps when it breaks up or down. Waiting for the yr2001 leaps to be available.

Semi and equipment are getting cheaper by the hour. Wonder how low the fire sale can last? KLAC is down 65% and some are about 80%. Setting up for a nice trading rally, but still questionable for investing.

Take care

/gg/




To: Judy who wrote (9625)6/4/1998 7:20:00 PM
From: Nancy  Respond to of 42787
 
MOT - it has had 3 years to put its act together, last year's run was an aberation, pulled up by the manic bull, but the nature of the beast has never changed. brain dead management.

PMCS - no way I would chase it - but this is the chip that goes into your networking stuff, as AT puts it, not ALTR, not XLNX, but PMCS.

LEVL & BRCM - are your telecom chips.

these about the only chips that will continue to see good demand.