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Pastimes : Ask Mohan about the Market

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To: Zeev Hed who wrote (13500)	1/27/1998 3:34:00 PM
From: Judy	Read Replies (1) of 18056

Hi, Zeev My sense is that the semis and semi equip makers are bottoming for now, of course negative AMAT forward guidance could blow my opinion away. Are you expecting a general market decline in Feb or is it for the sector? When you get a chance, can you give me your views of CPQ and DELL as mid-term trades? As an investment CPQ interests me long-term but not DELL. Thanks.

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