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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (943)	5/23/2001 1:36:49 AM
From: Boplicity	Read Replies (1) \| Respond to of 13815

It really not about this BTB, it's about that anticipation that has been priced in already. You can see that clearly in the likes of KLAC, which has doubled since it made it's base last year. So, the questions is, have they ran too far already, or are they correctly predicting the recovery six months from now? I would venture to guess that, they will come down on this news some what, and enter a wait and see period, while we wait for the put or shut up time with a fall into winter time frame for the answer. b