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To: Jerry Olson who wrote (13599)	11/6/1997 3:11:00 PM
From: Judy	Read Replies (1) \| Respond to of 50167

Hi, Jer Did you add to your semi equip maker positions (ie. AMAT, KLAC, etc) yesterday during the exuberant run, or did you sit on your hands for retrace back? My sense is the semi equip makers are candidates for a short scalps until AMAT reports. But don't short them the closer we get to earnings! What's your feeling on INTC now? I'm watching closely since the stock broke thru its 200-day mav for the second time. Yeah, I saw what Michael posted about your views on TA over on the KLIC thread.

To: Jerry Olson who wrote (13599)	11/7/1997 1:42:00 PM
From: IQBAL LATIF	Read Replies (2) \| Respond to of 50167

OJ- I think we will resist a downward draft for simple reason if numbers in US are inflationary then markets which have tanked for exactly opposite reasons i,e, 'deflation' due to slow down in ASEA should find a strong resistance here- if the logic is to sell the market any way irrespective of inflation or deflation or Saddam I have serious doubts that this convulated logic can stand for too long- I see a bond close at 117,30 or 118,05 as a good sign of a recovery here as well as Nekkei- look forward if growth is great in US will it not help the slowing down export oriented economies of ASEA- if they do not suffer erosion of export earnings from US some samrt ass would be able to put two plus two together Japan and ASEA are worried about global slowdown todays number has nailed one positive thing that is deflation is not an issue here and recent global equity setback will provide the cooling affect to US economy- The bears will not be able to sell this market both ways on bad inflation and bad deflation here we have a strange mix US growth at the center of global slowdown- if any I would be more worried with a slowing US economy- strong numbers market will realise soon is exactly what the market needs now. Japanese deflation will be countering the US overheating- the affect will be higher corporate earnings and better prospects for Japan as fears of deflation goes out of window- For today I am looking at a close of bonds 117,30 and above 932-43 a close below 925 will lead me to go in Monday with a lot of protective cover my bias is that this market will be surprisinly resist downdraft.