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Strategies & Market Trends : The picks

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To: steve susko who wrote (3165)	1/27/1997 3:26:00 PM
From: Andrew Vance	of 6124

AV WFR---Mixed Bag NY Times article has put WFR on the map again along with the semi industry again. People reading this, especially front page business section may cause the herd to move to WFR or some strategic undervalued semis. Negative earnings which will be released shortly (could even be break even, though I doubt it) will be about $0.10-0.20 per share, under what was originally expected. Investors will react 2 ways which you are aware of. Those that do not know results are better than expected will head for the hills. Those that do may be encouraged to load up some more, hopefully offsetting the deserters. I am hoping this will be a big wash with no action tomorrow in either direction and then slowly rise from there. The only negative kicking me in the stomach here is "Buy on Mystery, sell on History." Regards

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