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To: PuddleGlum who wrote (727)	10/17/2001 10:24:45 PM
From: Taut Knot	Respond to of 754

It'll turn...someday! Quiet is almost every semi thread

To: PuddleGlum who wrote (727)	10/17/2001 10:33:16 PM
From: Taut Knot	Read Replies (1) \| Respond to of 754

glummy, thanks for sharing your buy range. I think we really have to start focusing in on the "last man standing" in this extended bear market. Magic Mirror, who has the most pristine balance sheeet of all? The most cash/share?

To: PuddleGlum who wrote (727)	12/4/2001 2:04:38 AM
From: Taut Knot	Respond to of 754

"Or maybe this is just the end of the bull market, and great companies like LLTC will just languish in the shadows, and become even cheaper than they are now"- glummy (aka puddleglum) You may be right. It reminds me- not to marry my stocks!! Wow, just happened across Polaroid, one of the original NiftyFifty stocks of the late60's, early 70's. Now trading at nine and half.....CENTS! XRX, another nifty fifty lnguishes at 4-8 dollar range for the year. IBM. Thats the tech winner from those fifty. Or look at AscentialSoftware, formerly Informix. Acknowledged to be the better database company when compared to ORCL so many years ago-they sold the next generation database to IBM a few months back. Obviously, I'm still bearish and if my overtradin' butt had any say, we'd all be in cash and lookin' to flip 'em. On market calls, specificaly semis/chips/fabs- I think we're going to have a period of sweating out the weak players. It's way too happy way too early. I haven't heard of enough engineers getting laid off yet for me to think its turned!!! Cynical, for sure. Just don't ask yourself if the real estate market is overvalued and we can avoid the Japan question, right?