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Pastimes : From A to Zeev" -- SI Sacks Zeev -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (563)12/7/1998 5:26:00 PM
From: Mark Ivan  Read Replies (2) | Respond to of 708
 
Zeev,

Noticed one of your favorites (VECO) really taking off. Hitting 45 or so today. Noticed the previous resistance at 38 or so wiped out. With forward earnings of 1.40 next year, in your opinion, are we getting near a top here? Is this mostly seasonal (computers, disk drives, etc)

Thanks

Mark Ivan



To: Zeev Hed who wrote (563)12/8/1998 12:20:00 AM
From: Carl R.  Respond to of 708
 
Zeev, my computer is still long, but next week should be seasonally weak, plus options expiration. Thus I agree with your call that the rally will run out of steam as the end of the week approaches, but of course I can change my mind. <VBG>

Are you familiar with RMTR? They have some interesting memory technology including FeRam and EDRAM. EDRAM in particular could have a future. But they look to be another floorless victim.

Carl


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