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To: hitsoft17 who wrote (62823)	3/24/2000 10:13:00 AM
From: Frank	Read Replies (2) \| Respond to of 95453

Hitsoft-great post- I also thank posters on this thread. I have learned a great deal from many of you and credit SI posters for helping me more than double my portfolio in 13 months--Thanks to Slider,JimL,Tomas,JQP,Dog,Bull,Winkman,Rory,Roebear,John Clarke and many others-- Good luck--- Frank

To: hitsoft17 who wrote (62823)	3/24/2000 11:23:00 AM
From: Warpfactor	Read Replies (3) \| Respond to of 95453

Strange that you mention AMAT, I'm still holding this stock. I think some of these semicaps actually still have "value". Specifically AMAT, KLIC and CYMI. Forward PE's are still reasonable while these stocks post blowout earnings. I am guessing that the cyclicality of the semiconductor-equipment subsector will dampen going forward as these stocks become less and less dependent on computer chips and gain more business from networking and communications. I believe analysts are taking a wait and see on this, and upward revisions are imminent. To stay on topic, I am looking to sell off most of my HAL here and rotate to a quality OSX play with good upside potential and at least some level of earnings visibility. Something bugs me about the way HAL has way underperformed the OSX. I am not one to hang around on the Titanic while a life boat is staring me in the face (like at least one member of this board). Looking at RIG or NE to move into, maybe SLB? Any thoughts? Warren