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To: Duane L. Olson who wrote (8953)1/13/1998 4:09:00 PM
From: uu  Read Replies (1) | Respond to of 25814
 
Duane:

As much as I hated doing it because I am not a trader, I could not overcome my urge and sold my AMAT and TXN shares today with a little over 10% gain. This SEA situation has really made me think about raising as much cash as I can to jump in when the blood is really hitting the techs (and I think more blood will be coming in the next 3-4 weeks). Currently I am sitting on a considerable cash to find the right time to jump in the semi sector. Would appreciate it very much if you would share your thoughts when the time comes to do so.

Regards,

Addi Jamshidi



To: Duane L. Olson who wrote (8953)1/13/1998 4:23:00 PM
From: uu  Read Replies (2) | Respond to of 25814
 
Intel just reported: 98 cents!! 8 cents better than expected!! Now if their conference call is as up beat as their last quarters earnings... well... I already can smell all those bears being roasted!!!!!!!!!!

Regards,

Addi Jamshidi


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