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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Teri Skogerboe who wrote (17165)	3/5/1998 9:21:00 AM
From: Marc Trombella	Read Replies (1) \| Respond to of 70976

Kurlak has been saying pretty loudly that the semis were in trouble, that the SOX index was headed towards 205ish, and to get the heck out of the way. Sounds like a good call to me. Doesn't sound valid to me....Sounds like an excuse to be bearish. What I gather though, is that Kramer didn't buy Kurlak's reason for a drop. Yet Kurlak can take credit now, because it is a reality.