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To: Tony Viola who wrote (114531)10/19/2000 1:46:01 PM
From: Road Walker  Respond to of 186894
 
Tony,

re: "I actually heard someone recommending the semiconductor sector last night"

At least their timing was good, the SOX is up 13%!

Was yesterday the bottom?

John



To: Tony Viola who wrote (114531)10/19/2000 1:51:43 PM
From: Bob Kim  Respond to of 186894
 
Tony, Re: Dudack

I've wondered about her continued bearishness as well. When I worked with her at SGWarburg, she was a big fan of tech stocks, recommending stocks I followed like ORCL and INTU.

But even back then she was pretty disciplined about having the supporting data to back her views, but historical trends probably don't help her out much in this environment.