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To: Theodore Stullich who wrote (4557)	12/7/1997 12:33:00 AM
From: Duane L. Olson	Read Replies (2) \| Respond to of 95453

Ted, thanks for the thoughts.. I was heavy into the sector, including the Invesco mutual fund, and moved mostly out when the "turmoil" started in SEA. Continued holding just enough to get a tasted of the severity of the decline. I'm still inclined to be bullish on the sector for the next 2-3 years, Ted Just trying to avoid getting trampled here as the REALLY big profit-takers do their thing... My hunch was that the decline was "fully adequate" at this point, and I was looking to start moving in. Looking for contrary thoughts as a warning to my usual brashness <g> Any further thoughts would be welcome. Duane