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To: IQBAL LATIF who wrote (30867)3/13/2000 8:10:00 AM
From: Jerry Olson  Respond to of 50167
 
Interesting article..makes sense too<g>...

i'll be buying at the bottom of this expected dip this week Ike...

i have never seen the semis so powerful....and the entire sector is as busy as they've ever been in their history, with orders pouring in, and back logs building up at a rapid pace..demand is awesome...with NO end in site...

KLAC just broke out..and little KLIC is going to 100-120/..

i am long several, but heavy into LRCX Apr calls running into the 3-1 on Fri...will hold this position all the way thru opp exp next month...

lets rock this market Ike<VBG>...



To: IQBAL LATIF who wrote (30867)3/13/2000 8:18:00 AM
From: Ed Newman  Respond to of 50167
 
How serious is the weakness in Hong Kong & Euro tech stocks this past day or so? Are we at a turning point? Is this something to be alarmed at?

to ike or anyone.

thanks to all
ed