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Politics : Idea Of The Day

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To: Alan Smithee who wrote (13069)	10/29/1997 7:32:00 AM
From: Jerry Olson	Read Replies (1) of 50167

Morning David Hope your well out there on the coast... I held all my stocks despite the turmoil... Currently holding LLY-WLA-RIG-FLC-IOM-TAM-WSTL-TSA-SVGI +++ Im holding a large position in KLIC shares and Dec & Jan options...Things are STILL good in ASIA despite all the hoopla guy... AMAT will tell us what their situation is when they report... I still say the BIG CAP Asian Semis, will NOT cut back on capital spending for fear of loosing large chunks of market share within the confines of their sectors...JMO....I'm bullish despite all the rethoric about the semis...NOT THE DRAM GUYS, but the equip makers... Keep your powder dry, My Regards to you my friend, Jerry

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