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To: patron_anejo_por_favor who wrote (116616)	8/10/2001 5:42:18 PM
From: fedhead	Read Replies (1) \| Respond to of 436258

Why is MSCC trading at these levels? They had a lousy quarter and lowered guidance. This one should be in the 30s. Definitely a short. BBY seems to be breaking down though ACF is hanging tough. I want to short the semis./semi equipments but they seem to be at strong support levels and refuse to break further. Is the market looking 2 years forward now , so when the recovery finally comes the market will start selling the recovery. Any ideas on which are the most overvalued semi/ semi equipment stocks ? Thanks Anindo Anindo