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Politics : Idea Of The Day

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To: Logain Ablar who wrote (22863)	1/24/1999 3:39:00 PM
From: Judy	Read Replies (2) of 50167

Hello, Tim and Carolyn A market in the midst of consolidation or short-term correct will not be kind to a stock like WIND. This market has recently taken down big caps with institutional support like LU, IBM, and SUNW after a robust earnings reports and positive forward guidance. I do not care for the fact WIND could not make a more definitive statement about their quarterly results, given there was 10 days left to end of quarter, the legal hedging to stave off shareholders lawsuits not withstanding. As for Allen Benn's comments about WIND, I have said before that he views WIND almost as a religion while I view it as a stock ... religion requires blind faith. Stay focused on the semi and semi equipment, my sense is that the sector has enterred into a multi-year growth period although we may see some bouts of choppiness ahead. Do not forget VECO.

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