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Non-Tech : Invest / LTD

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To: Thean who wrote (1232)	7/21/1998 1:37:00 PM
From: SJS	of 14427

I got off the CMGI train, but they are still partying without me ...QWST keeps going and going and going...TLAB, LU, NT ....Man, is telecom hot or WHAT!! I was going to short MU, too but "forgot" about it overnight. Briefing.com thinks that semi mfg are "so low" they can go up from here... I think the bullish driller tone is subsiding...but it will be back, rest assured...

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