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Politics : Idea Of The Day

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To: Jerry Olson who wrote (17762)	4/2/1998 9:46:00 PM
From: John Sikora	Read Replies (2) of 50167

Jerry, It ain't pretty out ther in semi-equipment land. It will be tribute to AMAT if they don't pre-announce. The street IMO is wrong in thinking the equipment stocks will recover anytime soon. It was KLIC that took the whole group down initially and perhaps the severity of this announcement will present a reality check for some folks. I was hoping we would get some follow through in the SOX to open up some PUT candidates. MOT probably won't say wonderful things on MON and thus I have a position there. We'll see about this never ending, liquidity driven rally... I've started taking profits on long positions and look to do more if we rally tomorrow... johnny ps. you watching the likes of SYNT and CBSL etc...

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