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Tim Lamb

02/05/03 8:24 PM

#72709 RE: mlsoft #72689

Why does anyone like glg at these levels.

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=18540216

Right now this stock and I assume many of the other unhedged miners are over valued (assuming gold stays @ 370 area).
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Initq

02/05/03 8:38 PM

#72713 RE: mlsoft #72689

I'm generating a list of semi Shorting Candidates.as well as any particularly weak stocks in other sectors.I have always repected your opinion.I do not intend by this post to ask for all your reasons for a particular stock and willingly accept the responsibility of researching your suggestions.

Of this list :

MXIM
NVLS
KLAC
QLGC
MERQ
XLNX
CCMP
Which one's would you add or subtract as good candidates.A short answer (no pun intended) is fine and greatly appreciated.
Thanks to all on this thread who post and Zev who does an excellent job of moderating thru action as well as demeaner.

Thanks in advance
And to all good luck