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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (33643)	9/25/2000 7:39:00 PM
From: Logain Ablar	Respond to of 50167

Hi OJ: I think the Treasury still pumps liquidity in and it holds the markets up. Probably wrong and I'm ready to pull the trigger and go to about 80% cash. I can't believe the semi's. Some of my favorites which fundamently are so strong are just getting hammered (better than your KLIC but hammered none the less). Closed out of my last one last week. Just in b2b, generic, natural gas (and a couple of higher risk plays that held up today or they would have been out). Have a good one. Tim