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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (10671)	12/1/1997 8:50:00 AM
From: kas1	Read Replies (1) \| Respond to of 94695

>The Asian debacle is turning now into potential >BIG gains for US companys care to describe further? not incredulous, just curious. >We will be looking at these stocks 6-12 months from now >as pure doubles...I like KLIC-AMAT-KLAC-& CDG-RDC-RIG... yupper. i am in hock to the margin man cause of how cheap amat has gotten. if this were a stock contest rather than real life i'd sell everything and go 100% amat jan 1999 calls.

To: Jerry Olson who wrote (10671)	12/1/1997 7:38:00 PM
From: William H Huebl	Read Replies (1) \| Respond to of 94695

Jer, I am NOT in total agreement with what you say... It is not clear to me the DOW will go on to make higher highs... although it could. To me, the 8,100 level, as I have said in prior posts, holds some magic for me. I think we will test that tomorrow or Wednesday before a retreat... as I have expected a VIX sell signal in that time frame. If so, I will go to puts then! Regards and I didn't get into SUNW - I was too cheap to pay a buck (now $2) Regards, Bill