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Non-Tech : Invest / LTD

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To: SJS who wrote (10129)	10/1/1999 12:16:00 PM
From: Thean	Read Replies (1) of 14427

C'mon Steve, accept the challenge and hold just TER. I am already split with TER and GNSS : ) The semi's do appear to have the leg up on the first day of the new Q. But I'm looking for an upside cap of 30% this Q and that makes 10% upside per month Maximum. That's how I will draw my relative overvalued/undervalued line for the next three months. SEBL - some softness continues and it needs to close higher than yesterday to prevent a slide below support. Maybe this is the temporary continuation of rotation out of software stocks. CLFY got clobbered big today. MERQ also appears to have trouble piercing into new high despite so much positives events driving it lately. Will probably have to wait till earning and it peaks follows by a selloff. How about those drugs?

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