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To: ild who wrote (153063)	2/23/2002 7:47:53 PM
From: maceng2	Respond to of 436258

Off hand, I'd say semi foundaries are complete toast in a down turn. Then remember the first and only POS. Well I'm long CA (was supposed to be a day trade), I'm thinking of a short to match it. Not interested in trading the crash, but a good short would be AMAT and I might pick it instead of selling CA on a bounce on Monday. Some of the semi biz in defense electronics will be worth a look on the long side. Forget Hi tech/low tech arguments, they mean chit in survival semi tech environments. I have no LT investments in the semis... sold everything a while back. Man did that lift a load off my shoulders -g- Gold means squat, but I have worked with it and like it..so I'm biased. I like gold miners and bought em. warning ... Luc sayes gold sucks and he may be right .