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

To: Zeev Hed who wrote (2161)	6/4/1999 12:04:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 3069

Yes, I know the feelings. I missed NVLS the same way. But did get VECO back as well as HELX. I agree that I probably got myself into an argument on the CCSI thread, but so be it. I'm not looking to short it here because I think a secondary is inevitable, and will be inevitably preceded by at least one "strong buy". As for RMBS my target price for shorting is 80. It got there, but I wasn't looking. I supposed I could sell some naked 80 calls, but I haven't. The disk sector seems to be weaker in this rally than the semis, so I think your NVLS was a better grab than my VECO. Good luck, Carl

To: Zeev Hed who wrote (2161)	6/4/1999 12:19:00 PM
From: Mark Ivan	Respond to of 3069

Zeev, Carl, The SOXX looks good today and INTC seems to be responding. Maybe the unemployment numbers were good enough. But until the Fed speaks later this month, I am mostly just doings some ATM covered calls. Waiting for VECO to pop some before sell those ones. Mark