Options ! What Did You Do Today And Why??? Message Board

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To: Tom Trader who wrote (477)	6/19/1996 11:00:00 AM
From: Michael Hillman	of 1777

Tom ....... Ahhh ..the post I've been waiting for ....it's true ...you called IOMG at this level ..last week as it hung in at 43 .... And I share your concern about a meltdown here ...which the next 2 days will tell . But your Semi evaluation is not very contrarian ....major anaylists have been pointing to this sector for weeks. We still see sector rotation here ...KO ..is going out of sight ..majorly defensive stock ..but well overvalued...so what is a tech investor to do ??? This sector isn't going away ....and it is an arena that has more potential than KM ...that's why there are so many big players ..this is the time to plan the next leg ..and be on the right side of the curve . I'm waiting for the dust to clear ....but Semi leaps sound like a great idea ..shall we start the leg work now ???? M ( getting a little familiar here ...eh(CTDIU) ..T) P.S ..Judy mentioned yesterday you had discussed LTXX as a fair valued stock ..and a good play ..I'm waiting for it to rebound to the 10 I bought it at ..but it's moving well today ..up almost to 9.. another possibility ..rotation within the sector ...to smaller cap ..fairer value stocks ????