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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Dom B. who wrote (17280)	3/4/1998 10:58:00 PM
From: Bart	Respond to of 50167

Dom-My model calls for the market to bottom between March 3rd and April 4th. So ,I'll not be rushing right in to buy the dip for a few weeks!-This INTC news was not in the model and could cause the down-turn to be worse than expected. -I just remembered I have an additional 20 puts April 35's on AMAT!!!-They could make me some decent bread.-I hope most of our friends on the thread heeded some of the warnings and had some protection. -I think you are smart to wait and see how bad it gets tomorrow. The MM's may exaggerate the down opening in anticipation of some panic selling and maybe enough buy the dip types will step up and limit the damage...I can not see how the semi's don't get at least a 10-20% haircut tomorrow though!-All this is JMO and I may be full of it. I just never remember INTC missing this bad. Last qtr. they never pre-announced as I recall and then missed by a little.