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Politics : Idea Of The Day

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To: Lee who wrote (19878)	9/3/1998 1:18:00 PM
From: Jerry Olson	Read Replies (1) of 50167

Hi Lee well i guess that answers my ?<g> it is the dollar/yen...so it will relieve the immediate problem with the peg....gotcha... as for the Semis-&-semi equips....IMO, and based on my knowledge of this industry....there are NO orders coming from Asia(at least very few), and for the next 2 quarters at least things will be terrible... now the last Q(sep), things should be ok, like INTC has NOT warned...that's a good sign, but you & I are NOT buying on past results!!!! with the premier front end equip maker AMAT spiraling downward, and the worlds leader of the backend KLIC at 12 1/2, not looking to good either, how the heck are you going to buy the SOX index??? with orders evaporating from those companies it simply portends a major slowing of that sector, PERIOD.... when it turns i'll let you know<ggg>....

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