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To: Zeev Hed who wrote (19539)	3/9/2001 6:22:10 PM
From: 5dave22	Respond to of 60323

Zeev, I love this market. I have been able to get into some great stocks, cheap. <g> Buy low, sell high. Last year, people forgot that. Buy extremely high, sell extremely higher was the thought. Instead Buy extremely high and sell low happened. Those people selling now will regret it, as I did during the Asian Contagion! Not this time, and it's a good thing. I got mo money this time 'round. ;~> Dave

To: Zeev Hed who wrote (19539)	3/10/2001 1:59:21 AM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Zeev, if you're doing an in-depth analysis of the semi marketplace, Intel's warning may be mostly noise. The price of their #1 product -- the 1 GHz PIII --- has held solid in the wholesale market for several weeks (during which time almost everything else you might want to buy got cheaper). Semi cycles begin and end with the likes of AMAT. With INTC standing by its original $7.5B capital investment projections, the INTC layoffs sound more like good management culling dead wood than anything else. Or maybe a conspiracy to drive down share prices prior to the next options round. What do you think? Craig

To: Zeev Hed who wrote (19539)	3/10/2001 6:54:03 AM
From: YxY	Respond to of 60323

But Zeev, where is this $8Billion is going ? what liquidity will do if it is too much risk adverse ? The recession or the growth slowing might be not ugly at the moment and economic conditions not that bad, but what if companies starving for cash don't manage to get it because too much risk adverse investors, this could spread badly within the economic "food chain" the same way that availability of cash for risky investment has spread for good within the food chain these last years. Somehow a mild economic slowing could get severe because lack of liquidity available for risky investment. What do you think ?