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Strategies & Market Trends : gary smith shorts and longs -- Ignore unavailable to you. Want to Upgrade?


To: drsvelte who wrote (334)2/4/1999 12:34:00 AM
From: Fortinwit  Respond to of 430
 
svelte:

I like PRIA a lot right now. INTC just announced plans to go to 300mm wafers in a facility in Oregon. The automation companies stand to benefit from this publicity as the process for 300mm wafers will require significantly more automation. Also look at ASYT and BRKS for some of the same.

F.



To: drsvelte who wrote (334)2/4/1999 8:35:00 AM
From: backman  Read Replies (2) | Respond to of 430
 
drsvelte
SHORTS:
if i had to pick one, i prefer idxc to ocr (looks like head and shoulder breakdown on idxc, yes?)

LONGS:
most comfortable with antc, mar, pria
2nd tier: nobe...some of the good news in the price, and i don't think it'll take much to knock this market backwards
dura: nice pennant breakout in december...i'd wait for a pullback to that support line..this stock ran almost 20% yesterday
FWIW
david