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To: Alan Hume who wrote (25037)7/18/1999 10:25:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 93625
 
Alan, that was my "thesis" about six weeks ago when I suggested money flow from I-net to SOX (and other suppliers of "picks and Shovels" to the new gold miners, the I-net) will occur in earnest, it was a fantastic play, and I think that even during an upcoming weakness, will still be a great play. INTC, however, must make a new high, or else, this thesis might be negated. It is getting close, and AMAT has already achieved the feat Friday.

Zeev


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