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To: marginmike who wrote (9545)8/9/2001 11:51:48 AM
From: AllansAlias  Read Replies (2) | Respond to of 209892
 
alot of bad news is already priced into SOX

What you smokin' down there in NY? What's the P/E on crap like KLAC and NVLS here? What are the chippies saying about visibility. Geeze man, you buying that "it can't get worse"?



To: marginmike who wrote (9545)8/9/2001 1:42:48 PM
From: NOW  Read Replies (1) | Respond to of 209892
 
You seem to be suffering from the "i sold my sox-poots too soon" malady too.....
Until conditions actually improve for chipmakers, will any pimps come out with another Merril like report? (almost certainly)


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