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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Greg Jung who wrote (14681)10/19/1998 5:51:00 PM
From: space cadet  Read Replies (1) | Respond to of 18691
 
Greg, I agree with you that small caps look quite strong these days and are probably the place to be, finally. They got hit worse than any other sector this year. In fact, small caps have been in a bear market for pretty much the entire year I think. What small caps do you like. I liked cien and mrvc but they have rallied alot lately and I hate chasing them. What do you (or anybody else) think of the semi small fry like cymi, asyt, pria, etc? They are still cheap but the catch with them is that next year looks horrid for them yet again, so if they do bounce, probably best to take the money and run.



To: Greg Jung who wrote (14681)10/19/1998 11:01:00 PM
From: put2rich  Read Replies (2) | Respond to of 18691
 
Greg,
You mentioned ALD and GY, and GY is unfamiliar to most. Do you long it? Is it a good time to buy now? I worked for Aerojet (a division of Gencorp) in '88-92 and at one time it hit 5 bucks then bounced up to 20 -30 range. I missed buying back CIEN hoping it hit 7+ and busy and forget it. Also should have bought tons of VLSI at 7 a no losing stock at this level (owned some VLSI at higher price).
Good luck