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To: Lee Lichterman III who wrote (22763)4/13/2000 10:06:00 PM
From: Logain Ablar  Respond to of 42787
 
Lee:

SUNW @ 26 cents and McNealy gave good forward guidance (I heard his comments from a CNBC report so it may have their slant to it)



To: Lee Lichterman III who wrote (22763)4/13/2000 10:20:00 PM
From: Backfill  Respond to of 42787
 
L3_aka_L3

I think this was just a calculated act to get the people who retired early back into the work force.

A month ago the put call ratio was severe. I am long Cymer (one example) and the calls out numbered the puts for April, May and Aug 50s by ~ 1000. It was a classic contrarian set-up.

Now I work in the SEMI industry (> 16 years) and it's a no brainer that the sector as a whole is doing better then it ever has in my history of it.

A serious question I have pondered for some time. If Cymer in the case of my example above was to have risen to a level it was destined to (say 65 - 70) with the market mentality of say six weeks ago. Who would have been hurt next Friday when option expire? Was there any benefit to anyone in particular to bring the market down before options expiration?

Thanks for the consideration,

Jeff...



To: Lee Lichterman III who wrote (22763)4/13/2000 10:26:00 PM
From: Chris  Read Replies (1) | Respond to of 42787
 
just some info:

i always cut out the good investor's business daily (IBD) investor's corner on the front page bottom right of every daily issue.

today they talked about analyst recommendations and how wrong they are.



To: Lee Lichterman III who wrote (22763)4/13/2000 10:59:00 PM
From: Chris  Respond to of 42787
 
when the market is tanking, they have the technicians on cnbc..

pretty funny.

my parents are in hawaii.. im glad they are not fretting about the market and are relaxing. they deserve it(no vacations for me)