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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (15420)	12/10/1997 2:13:00 PM
From: Tom Trader	Read Replies (1) \| Respond to of 50167

>>Downside risk to AMAT is one third and upside potential is a double Well luv--these odds are what appeals to "cheap" but for "cheaper"... What other semi-equipment makers do you like and don't say that you've told me in the past??

To: Judy who wrote (15420)	12/10/1997 3:44:00 PM
From: Tom Trader	Respond to of 50167

>> Did you post that the market may be topping in the March time frame according to cycles that you follow?<< Nope--what I posted was that a couple of cycle gurus who I follow have said that there is a major cycle low in mid-98 and someone else (I think Arik) posted that he though that the market would top out in the first quarter -- which would be the right time frame for a sell-off to the cycle low. Shorting stocks on retracement is a possibility -- not sure whether I want to do so -- my basic bias, as you know, is on the bullish side. Also, as you know I have been waiting a long time to buy stocks at fire-sale prices--cheap and cheaper:)