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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: J. David who wrote (13957)	12/30/1997 8:39:00 PM
From: privatesmith	Read Replies (1) \| Respond to of 70976

Listened attentively to the segment...there was a list of sectors considered undervalued with Communications being first and Noikia and Ericcson mentioned...heard "relatively free" mentioned along with Commo. However, the Semiconductor Equipment sector along with the other two got the once over, mentioned with no further explanation and no companies mentioned. Was disappointed and thought the segment was under developed...in my opinion, it was not very well presented as there were no sound bites of substance...thoughts interrupted or trailed off. If anyone heard more, something different or has other facts, please post.

To: J. David who wrote (13957)	12/31/1997 6:16:00 AM
From: Tom Millhouser	Read Replies (2) \| Respond to of 70976

J. David, In reference to John Bollinger on CNBC tuesday, yes he was very positive long term, but I inferred a warning of a near-term sucker rally and then a general market correction come spring. I think he said to watch "cash in-flows" as an indicator of MM activity. Any thoughts on how to do that on a day-to-day basis? Yes, this is my first post; been lurking since october, when I left far too much on the table-I hope that doesn't happen again! Thanks for everyone's contributions! I'll offer what I can. Best wishes for a happy and prosperous New Year to all! Tom