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To: SJS who wrote (10129)	10/1/1999 12:16:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

C'mon Steve, accept the challenge and hold just TER. I am already split with TER and GNSS : ) The semi's do appear to have the leg up on the first day of the new Q. But I'm looking for an upside cap of 30% this Q and that makes 10% upside per month Maximum. That's how I will draw my relative overvalued/undervalued line for the next three months. SEBL - some softness continues and it needs to close higher than yesterday to prevent a slide below support. Maybe this is the temporary continuation of rotation out of software stocks. CLFY got clobbered big today. MERQ also appears to have trouble piercing into new high despite so much positives events driving it lately. Will probably have to wait till earning and it peaks follows by a selloff. How about those drugs?

To: SJS who wrote (10129)	10/1/1999 4:25:00 PM
From: JZGalt	Read Replies (2) \| Respond to of 14427

Steve, We will both be winners on this one. I'll make it easy on you and keep it to 6 months. <grin> ---- Dave

To: SJS who wrote (10129)	10/1/1999 4:35:00 PM
From: Thean	Read Replies (2) \| Respond to of 14427

Fed hike fear? Buy drugs. cbs.marketwatch.com Did you read the above article a few days ago? Probably have but forgotten. Now look at the chart of LLY, WLA, PFE and MRK tonight. The semi's are doing very well today despite the overall softness. Guess this is another group that will likely withstand the fed fear threat, or at least has the best bouncing ability. I think the general thinking is we are not going anywhere for a while until 2:15pm Tuesday. In two weeks, the tech earning parade starts. I'm done doing all the buying and shorting and will just wait things out now.