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To: T L Comiskey who wrote (12208)	4/3/2001 2:22:16 PM
From: Jim Willie CB	Respond to of 13572

looks like Solly is looking to sell its banking sector shares in a big way siliconinvestor.com Salamon Brothers is recommending the banking sector funny I read big banks are horribly exposed to derivative losses i.e. trading losses called by the cryptic masters "discontinuous losses" big banks are also facing some heavy exposure from failed firms i.e. internet dot.bullshit.com bankruptcies are rising fast, real fast dont believe the "2nd half recovery" mantra nothing but a sales pitch that will be central to lawsuits next winter I see an economic recovery taking place between Dec2001 and May2002 not before I know I have sounded like a lunatic bear lately but I have been doing my homework and have been in 100% cash since mid-Feb sure, I eye a short candidate like CIEN from time to time and now I am eying AMAT and NVLS and KLIC, the chipfab stocks they are all gonna fall off the table soon NVLS has 30% downside to its 52-wk low they guided lower recently, and will probably again and again and again with Intel cutting back on fabs, so will everybody else and REIT's will also fall off the table, or the kitchen counter, or apartment patio / jim