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To: SJS who wrote (13733)	8/3/2000 2:06:38 PM
From: The Ox	Read Replies (2) \| Respond to of 14427

We are seeing the jitters today. Cycle peaks are hard to predict but we are certainly getting more folks suggesting that this cycle is showing signs of weakness. The question we should be asking ourselves is, where do the semi stocks start looking attractive for the long haul? I suggest that everyone look at their handful of faves and compare them to the competition, look at the subsectors and markets they are focusing on. I'm getting ready to slow the trading focus and restart the planting process. A few stocks that I follow have hit my initial buy and hold level but I need to review the entire sector with damage we are seeing. It's starting to get REAL interesting!!! Best of luck everyone! Michael