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Politics : Idea Of The Day

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To: John Sikora who wrote (24291)	3/13/1999 9:17:00 AM
From: Jerry Olson	Read Replies (2) of 50167

Hiya Johnny yeah i saw that too...hmmm what to do? what to do??? I see you dipped your beak into the semis again...BTB comes out this week...I too have dipped, i love these markets and the Gurus, "they know not what they do"... while the semis ran up to hard, & too fast, they've corrected, and now should rebound nicely...i can tell you from the cheap seats, the forward looking senario is awesome for the balance of 99 and beyond, the cycle has begun in earnest... i'm thinking-MU-RMBS-KLAC-AMAT-KLIC(OFCOURSE)-NVLS-ASMLF ETC...BRCM is the sleeper here...a ROCKET..... good luck with your trades...

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