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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (29173)	10/8/1999 12:23:00 PM
From: drsvelte	Read Replies (1) \| Respond to of 50167

Ike.. SOX getting pounded on fears of weakness in DRAM pricing and speculation that orders from Lucent may slow.... 09:47 ET Conexant (CNXT) 73 -6 7/8: Another stock suffering due to HIFN -- SG Cowen says that CNXT gets 8% of its revenues from Ascend division of Lucent (LU). 09:44 ET Semis : The DRAM spot market rollercoaster continues -- another $1.00 decline in spot DRAM seen in Taiwan overnight is depressing the semis again today: MU -1 3/4, CY -2 7/16, NSM -1 15/16, TXN -2 3/16, LSI -1 1/2. 09:40 ET Hi/fn (HIFN) 43 -31: --Update-- The saga continues -- today BancBoston Robertson Stephens is downgrading HIFN to "long term accumulate" from "buy" after first making negative comments yesterday morning and then clarifying with relatively positive comments in the afternoon. Collateral damage today is evident in VTSS -11 1/4 and PMCS -13 7/8.

To: Susan Saline who wrote (29173)	10/8/1999 1:36:00 PM
From: IQBAL LATIF	Read Replies (2) \| Respond to of 50167

Above 730 on DOT or at 675 on DOT and now for reentry wait for the close.. I think this thing wants to move higher as I have explained the market is taking cue from the 'job growth arrest' and not looking at the wage growth which any way will fall once job growth is arrested... the problem is that we need strong economy and we need good income and we need non-inflationary growth so this menu is all within the number today, people are becoming wealthier and they are spending but the growth in productivity and service sector is helping the economy a lot.. you perfected the art 'trying to get optimum entry that is the name of the game'. keep your eyes open when the guys are calling for calamities and work on the long put side, get out at the right time and your positions work for you that you establish at the lows when we are hearing the sounds of 6000 on DOW or the non-sensical warnings, these guys will not drown in inch of water but we have learnt to know that when they talk like this the time to go long..