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Politics : Idea Of The Day

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To: IQBAL LATIF who wrote (12503)	10/22/1997 9:48:00 AM
From: Cynic 2005	Read Replies (1) of 50167

Ike, time for a bear chat. -g- It is abundantly clear by now that neither you nor I will change our outlook on earnings, market and the like. I continue to believe that people see things the way they want to see or through their positions, including me. I could be wrong forever on my market calls. But there are a few things I am very confindent about - the companies and sectors I closely watch, I have one word of caution to this thread - be extremely careful in going long the semiconductor equipment companies, including AMAT! The writing is on the wall. The whole group is destined to get wacked by the end of this year. Having said that, this market may have some more upshot until most of the money from Hong Kong sell off is absorbed. After then, watch out below! Here is my take on latest earnings reported. techstocks.com Good luck! -Mohan

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