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To: Philip W. Dunton, Jr who wrote (3306)2/20/2001 6:08:32 PM
From: The Ox  Respond to of 3661
 
Philip, you have done a terrific job with your MTSN timing.

The market appears to be telling us there's no reason to invest in anything associated with technology. For some reason I don't agree with this view.

As for Fleck, I will make a prediction: He will still be talking about how overvalued the semi industry is well after the sector has bottomed out and reversed up. Like premabulls, permabears get old too.

best regards,
Michael



To: Philip W. Dunton, Jr who wrote (3306)2/21/2001 4:15:05 PM
From: Berk  Read Replies (1) | Respond to of 3661
 
My thanks for the update on your position as well, Phil.I can't tell if the bear market is over and we are basing in a wide range or whether we go down to new lows. Sold one-half my position but agree that the stock acts well and could go higher.


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