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To: Lucretius who wrote (249950)	7/14/2003 4:11:02 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

Not totally sure about that...but it looks like a good spot to take some off and wait for either a break out or a decent pull back. If the market's in general top out here, the dirts will go with them (though the metal may diverge).

To: Lucretius who wrote (249950)	7/14/2003 4:15:22 PM
From: MythMan	Read Replies (1) \| Respond to of 436258

RealCommentary from TheStreet.com Be Careful With the 'Bubble' Label Monday July 14, 4:07 pm ET By James J. Cramer, Tech, that's a bubble. Intel's (NasdaqNM:INTC - News) a bubble. Microsoft's (NasdaqNM:MSFT - News) a bubble. KLA-Tencor's (NasdaqNM:KLAC - News) a bubble. So's Novellus (NasdaqNM:NVLS - News). Lotta bubbles out there. It's bubble-licious! I think it is time to redefine what we consider to be a bubble. I am adamant that eBay (NasdaqNM:EBAY - News) and Amazon (NasdaqNM:AMZN - News) are bubbles. I am adamant that Intel, Microsoft, KLA-Tencor and Novellus aren't bubbles. They are simply trading up on expectations that the earnings estimates could be remarkably low for next year's numbers.