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To: PuddleGlum who wrote (5914)	1/20/1998 9:32:00 PM
From: flickerful	Read Replies (1) \| Respond to of 11555

<< it was probably wise to take some profits today>> assuming one has profits to take at this point...almost, but not quite in the black, you see ;)

To: PuddleGlum who wrote (5914)	1/20/1998 10:11:00 PM
From: flickerful	Respond to of 11555

<<digest the gains it made today, >> futures are +13.40 as of now... it may well be an extended repast.

To: PuddleGlum who wrote (5914)	1/20/1998 10:11:00 PM
From: Rob S.	Respond to of 11555

Brian gave me the yield information in "so many words"; I asked around the numbers enough to get to the figures but he never said "yields are exactly x%". The tech stocks may continue to move up over the next few days. Off topic- Most of the equipment stocks moved up today; NVLS reported good earnings and my guess is that LRCX and others will at least make their numbers. I think that this will cause these stocks to move up some more over the next week or so. I think that this may be the set-up for their further move down by another 15%-25% over the next thre months. Some customers of the equips have been pulling in orders ahead of the credit crunch and slight downturn in semi business. The earnings this quarter are likely to be slightly inflated because of that and then a shortfall will hit by the second quarter that will lead the stocks further down, IMO. I may take a ride on the equips for a week and then sell them short.