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To: AllansAlias who wrote (5605)	6/21/2001 3:44:58 PM
From: The Freep	Respond to of 209892

Not to throw fundamentals into it. . . but MU reports tonight, and the semi equipment book to bill comes out, too. I admit to not knowing how this'll be interpreted, and I haven't seen a bunch of estimates for the b2b. Last month, the SOXX fell 7% after the report. This month? Well, I can't imagine the shock of this number will be as big as the shock of last month. And if the shock is as big cuz the number is unbearably low? Well, being short the SOXX would be good :-) (or, of course, "the bottom is finally in!!!!" could be the refrain). Could be an excuse to rally. . . or fail. . . or both!!!! Hmmm. . . now I know why Allan says he doesn't care about the fundies. the freep, always very helpful.

To: AllansAlias who wrote (5605)	6/21/2001 3:48:40 PM
From: Shack	Respond to of 209892

I guess I need to pay more attention, I see what you mean about the putative 1 violations. What's the c of 3 scenario? No rush for your answer.