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To: Zeev Hed who wrote (14749)3/9/1998 10:07:00 PM
From: Lee Allgood  Read Replies (1) | Respond to of 18056
 
Zeev,

Re: SOX. Do you think it will hold at 250?

If so, do you have an opinion on MCHP, UTR, CUBE, & LSCC when the index is in the 250-260 range? UTR looks too cheap, but my guess is it can't move until WDC shows some life.

Thanks in advance for a reply.

I genuinely enjoy following your read on cos. and the mkt. From your insights, I've become a big believer in WFR.

Thanks a million (atleast some day, sooner than later)

:-)

Lee Allgood