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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Monty Lenard who wrote (1016)	12/9/1998 8:46:00 AM
From: Lee Lichterman III	Read Replies (2) \| Respond to of 99985

WOW, nice reading!!! The semi and semi equip definitely look a little ahead of themselves when viewed in this light. Historical growth well below the present PE on many of them. I may be biting too hard on the first look since earnings were down this year but the street definitely seems to be valueing them on the rose tinted everything will get much better theme. Funny as you were posting this, I was pricing long term puts. I think I will still just paper trade them until earnings are out and I can see what mood the traders are in after they are out. Thanks again for the scan, Lee