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To: AllansAlias who wrote (3961)	6/1/2001 10:17:14 AM
From: AllansAlias	Read Replies (1) \| Respond to of 209892

NAPM shows another decline. Ouch!

To: AllansAlias who wrote (3961)	6/1/2001 10:21:00 AM
From: The Freep	Read Replies (1) \| Respond to of 209892

<< Way, way too many bears see this down as a buying op'ty after missing out on most of the stupendous april rally>> Well, if we do get your rally to new marginal highs, then this is a decent buy op -- just a weeeeeee bit early. :-) Did anyone see the great quote from the NVLS CEO? "We have no good news at this time." That was before the reaffirmed Q2, of course. But cancellations continued to come, and they only did well by getting some "surprise" wins. . . which means, by my reckoning, that some other semi-equip company had some surprise losses. OK, on the waves. . . could that fall at the end yesterday have been the b of 4, this morning's rise the c of 4, and now we're in the 5? Or is there no way to know this until we see some more play out (cuz it might still be the 3 or a more complex 4)? thanks, the freep