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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (4173)	12/12/1998 12:44:00 PM
From: AlienTech	Read Replies (2) \| Respond to of 43080

>>well could you name me a few names ...<< You kidding right? AYST HTCH KLIC PRIA SVGI UTEK ASMLF CYMI first tier being AMAT, NVLS, LRCX, KLAC. >>I looked in my long portfolio ... << You made a list in OCT? >>I looked in my long portfolio ... and have mostly junk and oils stocks left.<< I woudnt buy anything here, I'll wait till next year when people find out things arent as good as they thought. I can only go from a naive and inexperienced persons view here since I was not around that long, but everywhere I look things are a lot worse off than last year but all the stocks are trading as high as when things looked the brightest. A few companies thats trading at decent multiples like ERTS, CA, PSFT, NETA, BMCS all have strong controvercies. I am looking at getting some PSFT.