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To: ild who wrote (157149)3/25/2002 11:17:53 PM
From: Earlie  Read Replies (3) | Respond to of 436258
 
Hi Ild:

IBM, NVDA, NVLS, KLAC, CCMP, AMAT and ANY semi producer. I also see the financials as coming into range (finally), so am just starting to nibble at the "fannies", credit card bag holders.... er.... "issuers" etc. I am also placing a lot of emphasis on companies with debt that is becoming unserviceable...... (a list that is almost too long to discuss). (g)

Hope this is useful.

Best, Earlie