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To: Tony Viola who wrote (99188)	2/15/2000 6:32:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"The scary thing about some of these semis is that someday we may have to sell them. Intel, no, AMAT, LSI types, maybe. Welllll, more probably than maybe. Question is, when." Why is selling them scary? Clint would love you. <G> Jim

To: Tony Viola who wrote (99188)	2/15/2000 6:46:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 186894

Tony and thread, The semi party should be on for at least a couple of more years, don't you think? Ibexx

To: Tony Viola who wrote (99188)	2/15/2000 7:20:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, And congratulations to you on the great AMAT earnings. I sold my RMBS today. I guess greed got the better of me, or maybe I wasn't greedy enough <g>. I just don't feel comfortable with stocks that double in a couple of days, I always feel they can do the same and more in the opposite direction. Probably my loss. RE: "The scary thing about some of these semis is that someday we may have to sell them." When? When they are at the very top, of course <g>! John