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To: cnyndwllr who wrote (2129)	3/21/2001 2:08:21 PM
From: MetalTrader	Respond to of 23153

you're right the book to bill numbers will be down tomorrow and next month and the next....until the summer... institutions are going to be buying dips with the intention that they are in the sectors of semis and semi equips before end of third quarter. shorting here seems a little late in the day but no doubt if you're nimble you'll cover lower. afterall even when one would think only 50 bps was priced in there will be some momentum where you might think it's already priced in. Just when you think everyone knows something, they fool ya. mt

To: cnyndwllr who wrote (2129)	3/21/2001 2:12:15 PM
From: chowder	Read Replies (1) \| Respond to of 23153

Hi Ed! Yes sir, I have some thoughts on INTC. It's a short IMO and a cover at 19 and change. I don't plan on doing it myself because it'll be a slow run and I don't want to tie up funds for mid or long term positions. I have been having very good success going long and short on very short term trades. I want to continue this trend while it's available. I think INTC sees 19, CSCO sees 12 and I have a couple of other outrageous prognostications over the next 3-6 months. If I can get RFMD at around 12 5/8 today, I'll short it ahead of the btb announcement. As to other chips, I'll wait until we near today's close before I decide. Best of luck with your decisions. dabum