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To: Bill Harmond who wrote (11879)7/7/1998 3:49:00 PM
From: MR. PANAMA (I am a PLAYER)  Read Replies (1) | Respond to of 27307
 
The semis tend to rally when the rest of the mkt takes a hit. problem is the rallys are not sustained but good for a quick play if you are nimble. Hope you scalp them ..GRIM



To: Bill Harmond who wrote (11879)7/7/1998 4:49:00 PM
From: fedhead  Respond to of 27307
 
William

I believe its a bit early to get into semiconductors. I live in the
San Jose area and things are pretty bleak at Applied Materials and
other equipment manufacturers. (Shrinking backlogs, pushed out order flows etc) I am ready to load up on AMAT, CYMI, ASMLF but I believe
its still a bit early.

Anindo


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