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Politics : Idea Of The Day

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To: Jerry Olson who wrote (17715)	4/1/1998 3:49:00 PM
From: Judy	Read Replies (1) of 50167

Listen sweets, you know I tune out noise ... mute button is on whenever CNBC is on, for the tape action tells the truth (besides, I can't stand Pisani's whining voice!) This market is not going to collapse but it will correct. And during the correction the money will flow from sectors with '99 earnings already priced in to sectors that are valued priced. And that is the semi and semi equip maker sector. It takes 3-5 years to build a fab, and once Asia gets a handle on the financial situation, they will order with a vengence. They will not be left behind in the 21st century. UAL down 4, NVLS up 3. Is there a message there??

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