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To: patron_anejo_por_favor who wrote (204247)	11/12/2002 10:19:35 PM
From: orkrious	Read Replies (2) \| Respond to of 436258

ROTFL! That call corresponded almost perfectly with the lows of the day on the HUI! I hope this call on the lows for the year is equally prescient. James Cramer Niles 11/12/02 07:00 PM ET Dan's bullish on semis, but not neutral on p.c.s because of valuation. Like i said in my piece over to the right, he sees the weakness but he also suspects that some parts of computing, printers notably, are very strong, and he thinks that HPQ's share has stabilized. I still don't feel like loading the boat up with tech, but i do think that we have seen the lows on tech for the year and that Dell will be exceptionally good but still might not be able to break out. That said, I would rather own calls on Dell ahead of the quarter than puts.