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To: patron_anejo_por_favor who wrote (82038)	3/18/2001 2:51:26 AM
From: Thomas M.	Read Replies (1) \| Respond to of 436258

Fleckenstein recently wrote: "I might point out that the way you'll be able to tell if folks have a clue about what is actually happening right now is whether or not they own semiconductor stocks. Anyone buying semiconductor stocks in this environment embodies a tripartite deficiency: they don't understand the semiconductor business, they don't understand the stock market and they don't understand the economy." LOL! Tom

To: patron_anejo_por_favor who wrote (82038)	3/18/2001 12:09:21 PM
From: XBrit	Respond to of 436258

Have you dumped any of your stocks in the recent downturn?( * 44064 responses) Yes. 16% No. 84% Have you bought any stocks in the recent downturn?( * 43937 responses) Yes. 36% No. 64% Yes, that's very interesting. I'd think this will have to change before we're done.

To: patron_anejo_por_favor who wrote (82038)	3/18/2001 12:13:55 PM
From: XBrit	Respond to of 436258

Yes, I was reading the Drucker interview in Barron's last night. After I finished, I was left wondering what the qualifications are for putting money into his fund. Very impressed by the fundamental analysis on CHRT and TSIX. I know the semi industry pretty well, and this guy is good.