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To: MythMan who wrote (4552)	8/27/1998 5:20:00 PM
From: yard_man	Read Replies (2) of 86076

We won't tank like rummy markets, MM. Even I don't think that, but a good 30 or 40% before we head into a recession is possible. I thought you would enjoy this: cnnfn.com >>MARCHINI: The correction may, in fact, be over. If you were going to plow money into this market right now, pretty clearly, you'd put it into the large-cap stocks. But what sectors do you like the best? BEARD: I think we're going to have to look at some of the technology names because they have been beaten down a lot. One of our favorite names for now is Micron (MU). It's a stock that's probably forgotten by most people because it's been in a three-year bear market itself. Prices are rising. The Asian crisis is affecting supply in terms of these companies not being able to buy equipment to produce supply, whereas Micron is able to. And also, this company now is the largest market-share producer. <<

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