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


To: Bill Wexler who wrote (15283)11/11/1998 1:31:00 AM
From: BelowTheCrowd  Respond to of 18691
 
Bill,

Got back into INTC again a couple of weeks ago. Unfortunately I only bought in to about 25% of the position that I had liquidated at last year's high. I'm kicking myself for not jumping back in with both feet.

Long AMAT, NVLS, LRCX. Missed out on KLAC, but it's still looking like a reasonable buy.

Agreed on buying growth at a discount.

mg