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Technology Stocks : Veeco Instruments-Who? -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (2109)	5/13/1999 8:07:00 PM
From: Zeev Hed	Respond to of 3069

Carl, it will be a costly mistake to short RMBS, IMHO, while I may take some short term profits, before the end of June I will have a solid core position in RMBS. Remember, do not fool around with INTC, if you do, the gorilla will come back and bite you. You could get a short move from $80 to about $73, but I doubt it will break the $69 area, on the other hand, sometime during the next six weeks, it could explode above $90. Just friendly advice, even AOL is a better short now. Zeev

To: Carl R. who wrote (2109)	5/14/1999 7:48:00 AM
From: Mark Ivan	Read Replies (1) \| Respond to of 3069

Carl, I'm still looking for a good opportunity to short RMBS. Me too. Right now I am long from the 55 to 60 area, but short calls, thus not priticipating in the big gains. Note that RMBS is closing above it's bollinger band (as Zeev metiond on the RMBS thread) and a weak open today may signify a good time to short. iqc.com The stock would be a scary one to short, given the large short interest and the heavy OI on the PUT side for May options. VECO was starting to look like it would start running if it wasn't for yesterday. Volatility had been at a minimum for a while now and I was expecting a big run. With yesterday, I am not so sure now. MArk