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To: Zeev Hed who wrote (13509)	1/27/1998 4:28:00 PM
From: Judy	Read Replies (1) \| Respond to of 18056

Zeev, thanks for your considered reply, will mull it over. I also expect another down leg in the semi equipment makers, but perhaps after the first quarter '98 is over. Here's a link to my views: Message 3251268 Currently we will have a pocket of market strength, with the tech bellweathers strong. The divergence between the NAZ and DOW should resolve with the NAZ going up. CSCO is close to earnings and volatility is picking up for breakout. Chinese New Year tomorrow so during this period of time the Asian flu will subside and China markets will be closed for several days. Just some thoughts. TXN closing above it 200-day ema once again. Is it still a short on strength candidate, or has the sentiment turned sufficiently for it to base here ...

To: Zeev Hed who wrote (13509)	1/27/1998 9:55:00 PM
From: geewiz	Read Replies (1) \| Respond to of 18056

Hi Zeev, Thanks for the thoughts on CPQ; one of my favorite contrarian indicators is the magazine covers, and CPQ was on the front of Forbes recently. By that measure it should be a opportunity sometime next summer. What's your thoughts on the fab cycle. Trade publications have scant news of rollouts and postponements, yet there mounting signals of overcapacity in IC's; ATML and ALTR most recently. I cannot tell from AMAT's 10-Q what % of their revenue is DRAM, but my guess is better than half. Seems most likely that will be the slowest sector this next quarter. Thanks for your thoughts, best, art

To: Zeev Hed who wrote (13509)	1/28/1998 9:33:00 AM
From: Link Lady	Respond to of 18056

Here is a link that validates your CPQ theory theglobeandmail.com Also could you tell me the best place to start learning how to read the Turnips. Wendy

To: Zeev Hed who wrote (13509)	1/29/1998 12:42:00 PM
From: Retro	Read Replies (1) \| Respond to of 18056

Dear Zeev, Wendy referred me to you in hopes that you can give me a clear answer to a probably simple question. A relative of mine has accumulated numerous stock certificates on which dividends are currently being paid. I suggested that they be held by a large brokerage firm for safekeeping in addition to the cash accounts. I was given a stack of one (1) sheet instruments titled "Irrevocable Stock or Bond Power" which states "For value received, the undersigned does (do) hereby sell, assign and transfer to ....shares of the ..... stock of ...etc". This reads like a Bill of Sale to me, yet I was assured that they would act ONLY as a custodian for distribution of dividends and safekeeping the securities and that she and ultimately, her heirs would remain the unconditional owner. Is this the normal type of instrument to accomplish this? The answers I heard and reading the instrument don't seem to fit. Thanks, Retro