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Politics : Idea Of The Day

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To: Jerry Olson who wrote (13599)	11/6/1997 3:11:00 PM
From: Judy	Read Replies (1) of 50167

Hi, Jer Did you add to your semi equip maker positions (ie. AMAT, KLAC, etc) yesterday during the exuberant run, or did you sit on your hands for retrace back? My sense is the semi equip makers are candidates for a short scalps until AMAT reports. But don't short them the closer we get to earnings! What's your feeling on INTC now? I'm watching closely since the stock broke thru its 200-day mav for the second time. Yeah, I saw what Michael posted about your views on TA over on the KLIC thread.

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