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J Kirksey

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J Kirksey

Re: Mt. Blanc post# 1011

Wednesday, 06/02/2004 11:41:13 AM

Wednesday, June 02, 2004 11:41:13 AM

Post# of 8622
Most dangerous to be short: BRCM MXIM KLAC
We saw how these were favored in snap back yesterday.
I do have puts on MXIM and KLAC for momentum point moves which should go a couple of more days.
If MACD's do not give a sell on time, top will be suspect, so you have to watch these to see if money is really 'pouring' into semis - or not!

BRCM will be my #1 buy when the buy comes
MXIM #2 as it broke above Apr high [so did INTC]
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