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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (122)	2/22/2001 7:16:21 PM
From: cnyndwllr	Read Replies (1) \| Respond to of 23153

Hello Gottfried. If things get a lot worse would you mind if I used your name but dropped one "t." (gg) On the semi-eq's, I thought it might be that the mrkt was pricing in a short downturn partially supported by intel spending. In view of how low they dropped last time when the upswing time was difficult to predict and kept dragging out, it seemed there might be some room to short there for someone who felt there was no second half recovery in the mix. As I recall, their fundamentals went to heroic proportions with many with no debt selling for LESS than cash. Ed