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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: MythMan who wrote (251773)	7/23/2003 5:15:37 PM
From: yard_man	Respond to of 436258

I'm not short any of the semis -- KLAC and AMAT kicked my butt a number of years ago -- if I short them, it'd be through an index -- but not hankering to do it <ng>

To: MythMan who wrote (251773)	7/23/2003 5:28:13 PM
From: yard_man	Read Replies (1) \| Respond to of 436258

more BS for you ... biz.yahoo.com >>Intel, Cisco and Microsoft Don't Get It Wednesday July 23, 2:32 pm ET By James J. Cramer, Could they draw the lines more sharply, these folks from Cisco (NasdaqNM:CSCO - News), Intel (NasdaqNM:INTC - News) and Microsoft (NasdaqNM:MSFT - News)? Could they be less interested in what their shareholders now value and more interested in becoming banks? Cisco, Microsoft and Intel have taken the exact opposite course from Wells Fargo (NYSE:WFC - News), Citigroup (NYSE:C - News) and Cendant (NYSE:CD - News). Unlike the latter group, they're are out of the closet, the lines have been drawn and they simply don't recognize this new universe, in which we want some money back if we're going to be part of their enterprises. <<