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To: Broken_Clock who wrote (11246)	2/10/1998 2:51:00 PM
From: SJS	Respond to of 95453

We can really argue/dicuss this one, but there really is little inflation (except for AOL's 2.00 month rate increase which is 10%!!) and rates are historically very low. Yield curves, as a result, are all goofy now. I agree 24-25 is like a nose-bleed level. But we moving toward it, and brave souls (if you could call them that) are making dough in semi, and techs. Tight stops are the way to go!! Agree wholeheartedly, if you're in the game.

To: Broken_Clock who wrote (11246)	2/10/1998 2:55:00 PM
From: Czechsinthemail	Read Replies (2) \| Respond to of 95453

PK, The value comparisons with most other stocks are absurd. You can get much higher growth for a much lower price here. The kicker is the concern with lower crude prices. It has been putting a damper on the sector and may continue to do so. Right now the momentum money seems to be playing elsewhere, so the question becomes do you buy these companies as compelling values or do you wait for the possibility of lower prices if crude continues to fall? The uncertainty around that question seems to have caused a paralysis without much movement one way or the other. Baird