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To: yard_man who wrote (102555)	5/16/2001 10:12:53 AM
From: Earlie	Respond to of 436258

Tip: Note my comments of a few days ago about what happens to the suppliers to the majors. Squeeze city. Now what does this say about some of my favourite targets such as: - commodity semi producers (already selling at half the cost of production in some cases), - contract electronic manufacturers (who, as I noted many weeks ago, get saddled with the variable production risk even as they struggle with high fixed costs). Some targets just weep to be shorted following this recent bear market rally.(g) Best, Earlie Best, Earlie