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

To: McNabb Brothers who wrote (15925)	12/3/1998 4:49:00 PM
From: ItsAllCyclical	Respond to of 18691

Any opinions on shorting the semi's? The rebound seems over-done. The sector may have hit bottom, but it could stay there for sometime in a world recession. Possible canidates include AMAT, NVLS, LLTC, CYMI, CRUS, INTC, ADI and LRCX amoung others. These stocks have performed nicely in the bull, but if the bear returns many of the poor earnings no matter how much improved will not be tolerated... I like NVLS and CYMI the best of the above group, as such shorted both today.