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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Henry Eichorszt who wrote (27525)1/5/1999 5:15:00 PM
From: Drake  Respond to of 70976
 
I, for one, do not agree with SoundView. In fact, if I had any guts I would "short" the semi equipment companies at these levels. I do not believe they are going to rebound as fast as Michael states, and I believe we are going to be able to buy back in later for a lot less than the current prices. I certainly would look into selling some February covered calls at this time.

dc



To: Henry Eichorszt who wrote (27525)1/5/1999 7:08:00 PM
From: steve nguyen  Respond to of 70976
 
you better believe it. When soundview said something
the market react w/ feeding frenzy. Of course, I
am a happy camper.

Steve


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