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chipdesigner

02/12/06 8:15 PM

#1562 RE: wbmw #1558

putting

intend

waiting

Say no more.
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Michael Moy

02/12/06 9:34 PM

#1563 RE: wbmw #1558

I'd be very careful about shorting semiconductors into a
Fed reflation cycle. I think that liquidity will be constrained
in the short-term but a few months down the road, we could have
an interest rate top. Now the interest rates are the public
face of the Fed. But other liquidity operations can squeeze
the living daylights out of shorts.
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jhalada

02/13/06 9:16 AM

#1571 RE: wbmw #1558

wbmw,

Can you spare this thread of your ongoing non-trades? Anybody who followed your recommendations in the past already lost his shirt...

Joe