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To: Shack who wrote (7434)	7/18/2001 12:58:07 PM
From: Henry J Costanzo	Read Replies (2) \| Respond to of 209892

First...excuse my ignorance, but what, pray tell, is the Rummy one? ...My bullish st counts of yesterday certainly knocked for a loop! Not a day trader - don't know how you guys do it - but with stops knocked off, have become a two-day trader at the moment. Surprised that SOX seems to be the shining star this morning, with NDX trailing the pack badly. May be stretching, but some positive divergences seem to be showing up on the 15 min and longer charts???

To: Shack who wrote (7434)	7/18/2001 1:06:15 PM
From: martin001	Read Replies (2) \| Respond to of 209892

Re SOX Chip Equipment makers keeping the SOX up today. VECO reported they believe a bottom is in at Semicon. While reaffirming guidance. Add that to KLAC's statement and one can perhaps start making a bullish argument on a FA level. AMAT and NVLS also relatively strong today. Just throwing an idea out there. Disclosure: long NVLS from 43.75