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To: mishedlo who wrote (160376)	4/16/2002 10:06:46 PM
From: Lucretius	Read Replies (2) \| Respond to of 436258

LOL

To: mishedlo who wrote (160376)	4/17/2002 6:52:27 AM
From: Earlie	Respond to of 436258

Mis: LOL!! Thanks for the nice compliment. (g) As I noted in my last series of posts of a few weeks ago, I did load up fairly seriously, primarily within the semi and semi equipment area, and of course IBM. Haven't booked any consequential gains (in spite of fairly intensive trading) on the semi/semi equipment stocks but IBM came through nicely. I will patiently add to the semi portfolio on each rally. And yes, AMAT, NVLS, and KLAC are all nicely represented in the current collection. (g) Best, Earlie