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Pastimes : From A to Zeev" -- SI Sacks Zeev -- Ignore unavailable to you. Want to Upgrade?

To: HB who wrote (107)	1/2/1998 2:22:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 708

Howard, just put out few SPY's out very day at around 2:30 for the next few days, I think we still have a little residual strength, by the end of next week, I am afraid the Asian flu will be bcak in force. We may get a little strength in MU and TXN due to perceived reduction of Korean capacity in the next few months, but I think this will evaporate when the market realizes that this slack will betaken up by Taiwan and Japan, and furthermore, the existing Korean capacity will exercize pricing pressures. Zeev