Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Systems, Strategies and Resources for Trading Futures -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (23706)	5/20/1999 12:03:00 PM
From: Judy	Read Replies (2) \| Respond to of 44573

Zeev, my sense is that the SOX breakout will follow thru while the market retraces and consolidates. In addition to the semis you list LSI, ADI, ADPT ... second tier-semis remain strong, the bullrun in UNPH and QLGC and BRCM intact. The weakness in AMAT, NVLS, KLAC, TER in my opinion is options flux reacting to the Merrill Lynch revision of MU profit estimate to a loss based on reduction in DRAM pricing. Besides, all those May calls need to expire worthless, although I've not checked the open interest. The sector run should resume when the dust settles.