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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Fortinwit who wrote (5893)6/17/1998 3:35:00 PM
From: Mason Barge  Respond to of 10921
 
I'm going the other way. I'm short Orbotech and long NVLS as of this afternoon, just a few shares for fun. They are at the same price, a 3/8 difference which should cover commissions and spreads. So in a week or a month, we'll see which is higher.

I like Orbotech, I just think AOI is going to get nailed on earnings and chose it because it's so close in price to Novellus.

I'd be careful shorting either Teradyne or COHU. They are both up, but they have other business that can spoil your plans in a hurry. They don't move as closely with the sector as pure semi equipment issues.



To: Fortinwit who wrote (5893)6/17/1998 3:59:00 PM
From: Math Junkie  Read Replies (2) | Respond to of 10921
 
The problem with shorting Teradyne is that analysts are forecasting 34% earnings growth for both this year and next year, but their P/E is only 14. I don't know how real that is, although they are more diversified than other members of the sector. You could get lucky if they have an earnings warning or miss their numbers.


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