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Politics : Idea Of The Day

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To: IQBAL LATIF who wrote (18830)	7/7/1998 4:15:00 PM
From: IQBAL LATIF	Read Replies (1) of 50167

I was hours ahead of H&Q analyst when I wrote this- 'I have reasons to belive that some indicators show me that some money is coming into stocks like TXN and INTC. This evidence on face of it looks suspect that why should money flow be increasing in some of the stocks when the market in semis is falling. My bias still remains on semis a bit long but I will initiate positions after 255 is once again taken out, no need of hurry'. Since last few days JPN TB's and this turnarond in SOX are good news for me and I hope this continues.This was my post at 3.04 AM and consequently we saw that big rally in semis. I think SOX 260 is in order. The battle with Kurlack is still on. Going long semis and short IIX may be the game.

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