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Politics : Idea Of The Day

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To: John Sikora who wrote (23883)	2/26/1999 2:27:00 PM
From: Jerry Olson	Read Replies (3) of 50167

Hi Johnny how are you??? well IMO, this is the right time to leg into these stocks...while the boxmakers are getting slaughtered, and so are the DRAM guys, like MU...the semi equips, are just correcting from very high prices... in fact with the resergence in KOREA, this would be a very BIG PLUS for all the semis equips..AMAT-KLAC-NVLS-KLIC...esp AMAT & KLIC...niether had any orders from that country for almost a year...and both have enormous bisiness partners there...cap spending could begin in earnest the last half of 99..... I have bought both those stocks today 1/2 positions and will leg into more if/when we tank next week...i did say IF.....:>}

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