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To: Judy who wrote (10184)6/12/1998 2:44:00 PM
From: Nancy  Read Replies (3) | Respond to of 42787
 
Yep, Schwab is too expensive for almost everything. Waterhouse has the best combination of commission, services, products, they even pay a higher rate on credit balance than Schwab and charge a lower margin rate. I just learn that w/Schwab, even if you short against box, you still get charge margin interest had the short position gone against you. ridiculous.

a few days ago you posted may be too late to short semi's - in a week's time NVLS lost about 10 pt, or 25%. may be reality finally hit home the turnaround is not in sight even in 1999. ML's upgrade on AMAT & NVLS about 2-3 weeks ago in the face of TK, is downright pump and dump.



To: Judy who wrote (10184)6/15/1998 11:05:00 AM
From: John Sikora  Read Replies (2) | Respond to of 42787
 
Judy,

The semi's are starting to look good down here... I'm getting close to initial entry points on LSI TXN KLAC and LEVL...MU report should be real ugly...I look forward to hearing your thoughts on the group as they search for a bottom...200 on the SOX could be a reality.Regarding Y2k I have reinitiated positions in CBSL IMRS MAST...

john