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Politics : High Tolerance Plasticity

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To: The Ox who wrote (3316)	4/13/2001 1:04:54 PM
From: Gottfried	Read Replies (1) of 23153

Michael, thanks for your thoughts. I'll read them a second time. It disturbs me that you think seismic is the wrong niche when Frank thinks otherwise. Guess I'll have to do my own thinking :) I often compare semi and OSX sectors myself. It bothers me that most finance magazines gush about energy investments now but OSX has been unable to exceed last September's heights. This reminds me of semi equips a year ago when most saw nothing but sunshine two years out. I got a hold of the 'S&P Outlook' dated August 2000 today. It is very sobering to see how wrong they were. Gottfried

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