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To: IceShark who wrote (92723)	4/11/2001 10:19:21 AM
From: JRI	Respond to of 436258

Short SMH....figured the semis were overvalued, but may rest until next leg down, but that the equipment makers still had a long ways to go... I couldn't fathom a scenario in which SOXX could make it back above 515 (and stay) near-term....because of history, the horrible fundamental news (not all bad out), and (in part) Joseph staying negative.....thought (thought!) he was one of the last honest guys out there...(based on his totally going against the grain last summer with the "sell" call...and sticking to his guns for quite a while) This morning probably changed my opinion of that (him)..