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Politics : Idea Of The Day

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To: Judy who wrote (21970)	12/17/1998 1:19:00 PM
From: Logain Ablar	Read Replies (1) of 50167

Judy Its raining here today also CMGI's CEO was profiled in todays east coast WSJ. I'm taking some profits off the table today in Wind. I haven't liked the recent price action and have some room to recognize a small gain plus I'll hold some cash. I may also take some profits with CHKPF (one scud in the wrong place the the CEO could be history, low odds but it could happen). The bombing into next week, impeachment vote (although Clinton may still avoid this), quiet trading, will damper the market. Next year I expect Rubin to resign (a negative, he's been good for the economy), early if Clinton isn't impeached. If Clinton is impeached we won't have a tax cut and that will be a negative. I don't see anything good in the next 3 months. Of course that doesn't mean the mkt won't keep climbing. On ASMLF. Its down off its recent peak. Do you anticipate the semi's correcting in the short term? I see M Burke is negative against the whole sector. Have a good holiday. Also, I just orded a new dell. It should arrive on 24th. Tim

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