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To: Duane L. Olson who wrote (10056)	2/23/1998 2:40:00 PM
From: shane forbes	Read Replies (1) of 25814

RE: What are you using for a lead dog? Call it the lack of cash. I was thinking that decision the other day when E mentioned to me that she had KLIC. Looks like I bought CTI and BORL around that time. Each respectively up 30% and 40%. So even though I missed KLIC's 40% these susbstitutes paid off all right. The problem is that KLIC likely has a lot of gas left - not so sure of CTI and BORL over the short term. The other issue was to overweight the semis and underweight the semi-equips which has proven to be just brilliant...

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