Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: William H Huebl who wrote (17106)	4/23/1998 8:30:00 AM
From: robert b furman	Read Replies (1) of 94695

If you have it all the rest of the time you are doing much better than me! There seems to be a growing boldness about"ASIA WHO " -they can't hurt us. This internet froth is scary overspeculation - I wouldn't touch it with a 10 foot pole - long or short I'm watching IBM and INTC very closely - as they lead -this tech rotation lives. I think the semiconductor equip / mfr sectors are some of the only value plays out there.They must have their day of overvaluation and then A BK is perfectly positioned for the entire market. IMHO Bob P.S. TC Wordens Industry group (WG400) - Electronic- Semiconductors is currently in a breakout above resistance (for last 7 months)

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