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Industry Calls Archives: Semiconductors - July 2001 |
| Semiconductors
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Wednesday, July 11, 2001: Brief upmove
expected on overall market. We hope that some
of you were able to take advantage of last
week's short recommendations on LRCX and AMD
and pick up nearly 20% and 40%,
respectively.
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Monday, July 2, 2001: Overall market
sell. Sell. Although the sell on the NASDAQ
applies to all the tech sectors anyway, we do
have a separate sell on semiconductors. We have
bearish signals on more than two-thirds of the
stocks we track in this sector and believe a
pull-back of as much as 10-15% is imminent. A
short position in Advanced Micro Devices (AMD
29.74) or Lam Research (LRCX 29.34) could likely
be closed out at around 24 or 25 for near 20%
gains.
· August
2001
· June
2001
· May
2001
· April
2001
· March
2001
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