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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (560)	10/27/1998 1:06:00 PM
From: RockyBalboa	Read Replies (2) \| Respond to of 19428

Yes, PVN sometimes LHSG, LBOR, SRCM and recently FIBR. But I'm happy with fibr with prices round 7,5. Though it's a large short and, no idea when it dips. It did not retreat with the market today, and tied to 8. C.

To: Sir Auric Goldfinger who wrote (560)	10/28/1998 9:49:00 PM
From: xcr600	Read Replies (2) \| Respond to of 19428

TNSI, DTLN, LBOR, WHat the hell does a little squirrel need to do to crack these nuts? They're driving me crazy!

To: Sir Auric Goldfinger who wrote (560)	10/29/1998 2:00:00 AM
From: Tom Murphy	Respond to of 19428

Still think UTEK is a great short......Take a look at the Sector Report: Semiconductor Equipment/Electronics September - Worst Book-to-Bill on Record The SEMI book-to-bill ratio for the 3 months ending September for all equipment in total was 0.57, representing the worst ratio since SEMI began Publishing data in 1991. Total orders were down 16.1% from August levels. - Bookings have now declined 71% from peak levels in November 1997. - Front end orders for September were down 23.6% sequentially, after a decline of 24.2% in August. - On an absolute basis, September order levels of $476.4 million are the lowest since March 1993. - The front end ratio was 0.55 in September. This represents the worst ratio since SEMI began publishing data in 1991, and the twelfth sequential reporting period during which growth in orders has been less than growth in shipments.